Knowledge and Insight

Texting your clients? Read this first

From InvestmentNews

Added on July 2019 in Manage Your Practice

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Summary: Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff?

Cybersecurity Tops List of Compliance Concerns in New Survey

From WealthManagement.com

Added on July 2019 in Thought Leadership

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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%).

5 Reasons Why Clients Might Not Want to Refer You

From IRIS

Added on July 2019 in Plan for the Future

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Branding tips for financial advisers looking to grow

From InvestmentNews

Added on July 2019 in Manage Your Practice

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

From

Added on July 2019 in Thought Leadership

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