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April 10, 2026
The Compensation Mismatch

It seems every year we begin helping firms with the upcoming year’s compensation plans earlier and earlier. This year, it started in January. One consistent theme we hear about is firms looking for ways to reduce compensation costs to help improve margins. When we analyze compensation structures, what often stands out is that firms are...

January 9, 2026
2026 Compensation Updates: What Wire-house Changes Signal for Financial Institutions

Wire-house compensation decisions continue to influence how financial institutions design advisor pay both strategically and financially. Understanding the direction these firms are taking for 2026 is critical to recruiting, retaining, and motivating advisors. What the 2026 Wire-house Changes Tell Us Deposits Are Being Valued More Explicitly The three largest wire-houses are paying more for deposits,...

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The Bielan Group provides the Wealth Management Industry with the experience and resources to help firms make more informed decisions and enhance business performance.
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