From ThinkAdvisor
0 visitor like this article | Viewed 4245 times | 0 comment
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.
From WealthManagement.com
0 visitor like this article | Viewed 3595 times | 0 comment
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.
From InvestmentNews
0 visitor like this article | Viewed 4142 times | 0 comment
Summary: RIA principals selling their business may get less than top dollar if they don't develop a succession plan.
From WealthManagement.com
0 visitor like this article | Viewed 4721 times | 0 comment
Summary: Cybersecurity was a major theme at this year’s T3 Advisor conference—and for good reason. Financial services are naturally attractive to criminals. In 2017, the sector experienced the highest volume of security incidents and the third highest volume of cyberattacks across all industries, according to an IBM security report.
From ThinkAdvisor
0 visitor like this article | Viewed 3674 times | 0 comment
Summary: The top 10 wealth management trends that Aite Group sees for 2019 aren’t shocking, and in fact the firm itself sees them as “revisiting the value chain.” In a presentation, several firm experts discussed the trends. Here are those trends and a brief description.
