Team-based organizational structure is pretty self-explanatory – it groups employees together based on teams. Unlike a functional organization structure which groups employees together based ...

This trend is even more pronounced among the largest advisory practices: 94.5% of practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are ...

The paper also said that 94.5% of the largest advisory practices with more than $500 million in AUM operate in a team-based structure, compared to only 5.5% that are solo practitioners.

Halbert Hargrove, a Long Beach, California-based wealth advisory and fiduciary investment firm, employs a team-based horizontal organization structure with a team of CFPs, ...

Annie Lokesh, a former WNBA executive, has been tapped to lead the X Games League as it transitions to a team-based structure. From the Denver Business Journal. The X Games has tapped a former ...

Solo practitioners continue to dominate the wealth management industry, but the benefits of a team-based structure far outweigh such operations, according to research by Cerulli Associates and ...