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Summary: Young digital-first firms hoping to revolutionize the way advisers manage client finances and build their wealth claim they have run into resistance from major banks opposed to sharing financial data.
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Summary; As an estate planning national practice development expert, I’m frequently asked “How much should I spend on marketing?” It’s a very good question.
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Summary: The fiduciary standard is an important part of every advisor’s practice, regardless of what the final draft of the Department of Labor’s proposed regulation states, or when it goes into effect.
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Summary: Over the course of my career, I learned that if I didn't define myself, then I was defined by what others said about me. Life insurance advisers distinguish themselves as advisers by first defining their role and responsibilities on the planning team.
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Summary: For wealth management firms a data breach doesn’t just risk potential monetary loss, according to Cunningham, CIO and chief information security officer of cybersecurity tech provider Docupace Technologies. The reputational damage from a cyberbreach is often too much for an advice practice to recover from, he writes.
