From Financial Planning
0 visitor like this article | Viewed 3865 times | 0 comment
Summary: When it comes to technological change, financial advisors no longer compete only against brokers, robo advisors and other advisory firms. Consumers also judge their RIAs against the convenience and responsiveness set by disruptors such as Google, Amazon and Uber.
From Nerd's Eye View
0 visitor like this article | Viewed 4128 times | 0 comment
Summary: In this guest post, practice management consultant Teresa Riccobuono of Simply Organized shares the most important factors for successfully hiring a great administrative employee, including developing not only an effective job description and also a functional job posting (which is not the same thing and can help save a tremendous amount of time)
From ThinkAdvisor
0 visitor like this article | Viewed 3865 times | 0 comment
Summary: Federal agencies are failing to adequately address cybersecurity risks, jeopardizing not only the operations of the federal government and its agencies but also the personal information of U.S. citizens, according to a new audit by the Government Accountability Office.
From Advisor Perspectives
0 visitor like this article | Viewed 3880 times | 0 comment
Summary: My team shuts their doors all day long. I’m a very social person and as leader of the firm I want to engage and have discussions about what’s working and what’s not. Even if I have impromptu meetings to discuss things, they will rarely participate unless directly asked for their opinion.
From ThinkAdvisor
0 visitor like this article | Viewed 3831 times | 0 comment
Summary: More than half of the financial advisors working today won’t be working full time 10 years from now, and more full-service broker-dealers will have retreated than independent BDs or RIAs. But after 15 years RIAs will be leading the departures, followed by IBDs.
