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Cybersecurity Tops List of Compliance Concerns in New Survey

Added on July 2019 in Other Ideas
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Summary: For the sixth-straight year cybersecurity remained the top compliance focus among advisory firms, according to a new survey from the Investment Adviser Association and ACA Compliance Group. Among respondents, 83% considered cybersecurity the “hottest” topic in compliance, far outpacing advertising (at 28%) and privacy (at 23%).

AI and APIs: Q&A with In|Vest speaker Craig Iskowitz of tech consulting firm Ezra Group

Added on July 2019 in Other Ideas
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Michael Kitces: The latest in financial adviser fintech — July 2019

Added on July 2019 in Other Ideas
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Summary: Welcome to the July 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!

Younger Advisors Value Tech Savvy at Firms, Survey Finds

Added on July 2019 in Other Ideas
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Summary: With slightly more than one in 10 financial advisors under the age of 40, firms need to find more ways to develop and attract younger talent. And according to a new study from J.D. Power, these younger advisors want more integration of technology at their respective firms, including more acceptance of mobile tools and social media.

The 5 Most Common Pricing Mistakes Advisors Make

Added on July 2019 in Other Ideas
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Summary: Pricing is one of those topics where you start off talking about pricing, next thing you know you find yourself swiftly progressing to service offers, client engagement and value propositions and….

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