- Salary/Bonus Model Rising: Smaller boutiques are seeking to change broker compensation by paying a base salary, and “true up” the Advisors and the end of the month or quarter.
- Deferred Added to Upfront: Some firms are putting together packages that take part of your deferred and add it to the upfront portion of your deal.
- Deferred Continues to Rise: More and more FA grid commissions are being held back. It’s just a retention tool and you can collect it almost immediately by moving firms.
- Sell and Retire: Firms are willing to acquire your book and sunset you after assets transfer. Deal is far less, but substantial.