Xtiva Chief Product Officer Jeff Mardsen explores the ways in which advisor compensation models are shifting away from being purely based on sales revenue.
Read this white paper to learn more about what makes Gen Xers so important for financial advisors and what four steps to take to reach these potential clients.
Mary Mack looked like a rising candidate to become Wells Fargo's next chief executive. That is, until the bank's board promised it would find a new leader outside the troubled bank.