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
Josh LinternSenior Consultant at Capco
Corneliu RimboiuPrincipal Consultant at Capco
Senthil CSenior Consultant at TCS
Prateek DuhanSenior Consultant at Capco
Shane OmidiPrincipal Consultant at Capco
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