From
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Summary: Productivity is a blend of goals, activity and hard work. But not everyone has what it takes to be more productive.
From ThinkAdvisor
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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
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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.
From Financial Planning
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Summary:I thought you might be interested in what financial advisors are thinking and feeling and saying to their clients during a traumatic time in the world economy. You've probably seen some of these financial train wrecks in history videos on YouTube: the soup lines of the Great Depression, stagflation and oil shocks during the 1970s, Black Monday in 1987 and the tech wreck that started in March of 2000 and was made worse by 9/11 the following year.
From Nerd's Eye View
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Summary: With the average age of a financial advisor over 50 and nearly 1/3rd of all financial advisors projected to retire in the next 10 years, there is a rapidly rising demand for next-generation talent to replace them. And the demand is only further amplified by the ongoing shift of the advisory industry from commission-based compensation to (recurring) AUM fees, which for the first time make it viable for advisory firms to hire a deep bench of Support and Service advisors to retain existing clients without any need to be responsible (or successful) at finding their own new clients.
