From InvestmentNews
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Summary: After spending most of a decade offering guidance and stern warnings, regulators are ready to put enforcement muscle behind cybersecurity rules.
From Advisor Perpectives
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Summary: Our firm is running full tilt and has been growing significantly over the last few years. Our founder has been personally involved in every single hire we’ve made from our inception 14 years ago. Our growth has forced us to hire people perhaps a bit more quickly than we would have preferred, but we haven’t had much choice because our workload is growing exponentially.
From ThinkAdvisor
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Summary: United Capital said Wednesday that it has enhanced its GuideCenter web portal to offer a mobile app so that clients have direct access to their advisors and can track their financial goals.
From InvestmentNews
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Summary: There are some things that advisers just shouldn't say to millennials when they are discussing financial planning, according to Douglas A. Boneparth, president and founder of Bone Fide Wealth and co-author of “”The Millennial Money Fix”.
From WealthManagement.com
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Summary: Soft skills have become something of a lost art across a number of industries, particularly in financial services. Emerging technologies like machine learning and artificial intelligence have led many firms to emphasize technical and analytical skills. Unfortunately, with that pivot often follows a shift away from the rapport between advisors and their clients or prospects.
