From ThinkAdvisor
0 visitor like this article | Viewed 2860 times | 0 comment
Summary: A new report from Aite Group, Financial Planning at the Core: Current and Future Developments, finds that wealth management firms are embracing goals-based financial planning technology rather than the previous practice of separating goals-based and cash-flow planning software. Even firms that have heretofore focused on investment management for their high-net-worth clients are now embracing financial planning.
From InvestmentNews
Added on September 2018 in M&A Issues
0 visitor like this article | Viewed 10 times | 0 comment
Summary: For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free way. They want to be entrepreneurial, create enterprise value and access best-of-breed technology solutions to deliver an optimal client experience.
From
0 visitor like this article | Viewed 3107 times | 0 comment
Summary: Productivity is a blend of goals, activity and hard work. But not everyone has what it takes to be more productive.
From ThinkAdvisor
0 visitor like this article | Viewed 3388 times | 0 comment
Summary: The massive Equifax breach announced to the public in September 2017 only serves to fuel the daily angst I feel as the chief compliance officer/chief investment officer for our $200-plus million RIA. If Equifax, with its tremendous resources, can be compromised, what fate awaits us in an environment of unrelenting cyber warfare?
From InvestmentNews
0 visitor like this article | Viewed 3048 times | 0 comment
Summary: Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps between financial advice, insurance and banking.
