Recently Released!!!
Date Published: January 25, 2023
Summary PowerPoint Deck: 298 Slides
Reference PowerPoint Deck: 871 Slides

The purpose of this research is to provide readers with a comprehensive understanding of wealth & investment management staffing & compensation strategies, including those surrounding wealth management and investment management. This research is part of Tiburon's broader coverage of wealth & investment management winning tactics.

This research begins with a context setting addressing the war for talent, diversity, equity, & inclusion, and executive compensation, and then addresses the key historical phases of wealth & investment management staffing & compensation strategies, including:

• Emergence Phase
• Maturation Phase
• Challenges Phase
• Actions Phase

This research defines several distinct wealth & investment management staffing & compensation strategies, including those surrounding:

• Wealth Management
• Investment Management
• Banking
• Insurance

This research concludes with several future predictions for wealth & investment management staffing & compensation strategies, including:

• The War for Talent: New Realities in Employee Staffing, Compensation, & Benefits
• Increased Focus on Diversity, Equity, & Inclusion
• Increasing Focus on Executive Compensation
• Professional Management Roles to Emerge as More Complete Businesses are Built
• Career Tracks & Training Programs to be Established
• Compensation & Benefits to be Upgraded