5 Ideas for Attracting Executive Clients

We are continually asked by financial advisors for advice on ways to obtain new equity compensation clients. Unfortunately, there are no silver bullets, but there are several things advisors can do to facilitate the process. Here are five: #5: List yourself on the Advisor Find directory AND use the listing to promote your practice. Don't expect any directory to magically produce leads. Send all your clients and prospects the listing and actively use the directory to tout your services and...

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Companies Trending Away from Time Based Awards

In a recent Equilar blog titled “Companies Just Say No to “Pay for Pulse,” the author cites a recent study of Equilar 100 companies that found 70% of the executive pay mix is now performance based.  In another report (Equilar’s 2015 Equity Trends Report), “nearly 70% of S&P 1500 companies used performance awards in 2014, up from about 50% in 2010.” There has been a great deal of evolution in the mix of equity incentive compensation vehicles and terms over the last...

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Updated Survey of Share Ownership Guidelines and Stock Retention Requirements

From the Ayco Compensation & Benefits Digest: March 18, 2016 Share ownership guidelines remain a common feature in place at an overwhelming majority of public companies. The basic premise of mandating ownership of company stock is that the interests of senior management will more closely align with those of shareholders. In the current “say‐on‐pay” era, this is perceived to be of importance. Whether share ownership results in better corporate or stock performance remains to be proven. We have been tracking the...

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10 Companies with Generous Stock and Option Programs

By Michal Addady from Fortune Company stock and option programs (Equity Compensation) can serve as additional ways to pay workers beyond wages or salaries. These programs supplement base pay to provide competitive compensation, can act as a recognition tool to award employees for good work, and they help ensure that employees’ interests are aligned with shareholders. These 10 employers from Fortune‘s 100 Best Companies to Work For list understand the importance of those three objectives and offer their employees ample...

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Professors Recognized for Research on Perceived Value of Employee Stock Options

AICPA, CIMA Recognize 3 Professors for Management Accounting Research on Valuing Employee Stock Options Greatest Potential Impact on Management Accounting Award given at AAA Management Accounting Section’s mid-year Meeting. Dallas (Jan. 11, 2016) — The  American Institute of CPAs (AICPA) and the  Chartered Institute of Management Accountants  (CIMA) have recognized three professors for research into the impact of corporate employee compensation programs with the Greatest Potential Impact on Management Accounting Practice Award. The AICPA and CIMA, under the banner of their Chartered Global...

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Equity Compensation Advisor Info: March 2016

IMAGE: rawpixel / Unsplash As you are well aware, the stock market has been crazy so far this year.  During times like this, some advisors prefer not to engage clients with equity compensation for fear it will only discourage them.  On the contrary, when stock prices are down it's helpful to reassure stock plan participants of the long term potential of their company stock and options.  Explaining concepts like Forfeit Value, Leverage and Black Scholes Value included in StockOpter Reports helps plan participants to...

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StockOpter Report Presentation Guide

This document provides guidance on reviewing the standard Personal Equity Compensation Profile (PECP) report created by StockOpter.com® using the template provided in the system (see Appendix A for the sample reported used in this guide). The standard PECP report contains all the major tables and chart produced by StockOpter.com. It serves as a framework for reviewing an individual’s stock and options holdings. This guide suggests key points and concepts to focus on for each table or chart in the PECP....

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