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Desperation is the Origin of Success

From Advisor Perspectives
Added on February 2019 in Manage Your Practice
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Summary: Most people think desperation is a bad thing. I say the opposite; it’s the origin of massive success. Even if you feel like you’ve “made it,” there’s always somebody smarter who can put you out of business.

Wells Fargo outage has security professionals puzzled

From InvestmentNews
Added on February 2019 in Thought Leadership
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Summary: Wells Fargo is still experiencing some service outages a full day after an issue at one of the bank's facilities took much of the bank offline, including its website, mobile app, ATMs, credit and debit cards, and internal systems used by tellers.

Don't be afraid to raise advisory firm fees

From InvestmentNews
Added on February 2019 in Manage Your Practice
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Summary: It's time for financial advisers to get over their fear of raising their fees, and a good place to start would be introducing a minimum annual fee for clients.

Want to Build Your Business? Hire an Intern: TD LINC

From ThinkAdvisor
Added on February 2019 in Manage Your Practice
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Summary: Generation Next “is all about bringing that new generation into your offices as both advisors and clients,” Kate Healy, managing director of Generation Next at TD Ameritrade Institutional, told attendees Wednesday as she kicked off a session at National LINC on business building ideas for emerging advisors.

Wealth Management 2044: 11 Industry Experts Look Ahead 25 Years

From WealthManagement.com
Added on February 2019 in Thought Leadership
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Summary: Those who don't anticipate and adapt are doomed to failure.However, nobody can see the future; we can only take educated guesses. That's why we reached out to 11 luminaries in the wealth management industry to find out what they think the financial advice landscape will look like in 25 years.

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