In an attempt to marshal advisors ever more productively, wealth management firms are continuing their perpetual drive to get advisors to form teams. By building a thoughtful support apparatus and considerately harnessing behavioral finance in designing team incentives, managers can turn the wheel of progress within their firms. Major wealth manag...
10 November 2022 Fintech
Peter KinahanSenior Consultant at Intuition
Tobias Henryconsultant at Capco
Darrell RialsPrincipal Consultant at Capco
Peter KennedyPartner and Cloud Lead at Capco
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