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Whitepaper Release: Compensation Structures for Investment Management Firms

Auto Dealer Valuation Insights

For this week’s post we’re introducing our whitepaper on compensation structures for investment management firms. Since roughly 75% of an investment management firm’s expenses are compensation costs, figuring out the right balance of salary, performance pay, and equity incentives is always front of mind for RIA principals.

Equity 52
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Three Can’t-Miss Communication Tactics for Growing Financial Advisors

Biz Equity

If you haven’t defined your target audience yet, check out this whitepaper! But if your goal is to grow your financial advisory firm by attracting, serving and retaining more business owner clients, it’s up to you to find a way to stand out to your target audience. (If

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How to choose Comparable Companies

Valutico

For a more detailed explanation of how to select peer companies, access our free whitepaper on peer selection here. Profitability Ratios: Metrics such as operating margin, net profit margin, and return on equity (ROE) provide insights into the profitability of peer companies.