Added on December 2017 in Form an RIA
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Summary: While debate surrounding the role of technology in wealth management has traditionally pitted man against machine, as investors begin adopting new technology, a third option has since emerged: the hybrid advisor model.
Added on December 2017 in Form an RIA
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Summary: Adviser awareness about cybersecurity has increased substantially over the past two years, and most firms have either established or are in the process of establishing written policies and procedures for protecting investor information, the Financial Industry Regulatory Authority noted Wednesday in a report detailing findings from a recent self-examination.
Added on December 2017 in Form an RIA
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Summary: MIAMI BEACH - Uncertainty surrounding the Broker Protocol will "significantly change" the way HighTower Advisors operates its business, said HighTower CEO Elliot Weissbluth speaking at DeVoe & Co.'s inaugural M&A conference.
Added on December 2017 in Form an RIA
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Summary: Craig Stuvland and Craig Butler of tru Independence stopped by at the Schwab IMPACT Conference to discuss the growing breakaway trend and how they help advisors become business owners.
Added on December 2017 in Form an RIA
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Summary: Put aside the feelings of fear or anger, and focus instead on some changes that you should incorporate into your daily routine. Here are eight tips to start with:
