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
Michelle PriceSenior Consultant at PSE Consulting
Debasis ThakurSenior Consultant at TCS
Alina JenningsSenior Consultant at Be UK
James HiesterSenior Consultant at Capco
Hamza QureshiFS Consultant at Capco
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