• Driving profitability in the advice industry

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  • How to make yourself irresistible

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  • Most Promising Financial Service Technology Solution

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  • By Jeff Marsden

    Three mistakes to avoid when defining Reasonable Compensation

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  • 6 Myths about Advisor Compensation

    Guest post by Kelli Cruz of Cruz Consulting Group

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  • Book review

    Grow your advisory business with Absolute Engagement

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From the Blog

employees

Secrets to Building a Great Advisory Team

Engaged workers offer the best chance for future growth. When employees pool resources, a firm can deliver better service.

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Profitability Perfect Storm

Driving profitability in the increasingly complex advice industry

Product complexity, distribution constraints, compliance requirements, and low interest rates have put a squeeze on the profitability of many financial advisory firms.

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Team

How to make yourself irresistible (to great prospective team members)

It turns out that when it comes to attracting ideal candidates, there are things that you need to do today so that you can find the right team members when you need them.

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Xtiva partners with Athene Group to shorten customer time-to-value and increase ROI

Alliance enables Xtiva and Athene clients to more easily access services. New York, NY – February 9, 2017 — Xtiva […]

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New study will examine impact of sales enablement and support on financial industry growth

Research will identify best investments for Financial Advisory Firms and Broker-Dealers New York, NY – January 31, 2017 — Xtiva […]

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How Absolute Engagement will grow your advisory business and make you happier

The Pursuit of Absolute Engagement, the recently published book by influential wealth industry veteran, Julie Littlechild, offers a unique roadmap […]

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