From ThinkAdvisor
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Summary: Full integration will overtake open architecture as the theme of the next decade. For years, financial advisors have looked for solutions that integrate, but have been provided with open architecture, which is simply the ability to connect multiple external systems to each other and transfer common information from one system to another without double entry. If we wanted to call this type of connection “integration,” we’d have to call it “loose integration,” at best.
From RIA Match
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Summary: For our final summer tip, take of advantage of 3 great ways to get your message out.
From WealthManagement.com
Added on August 2018 in Form an RIA
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Summary: Earlier this summer, the Fifth Circuit Court of Appeals revoked the U.S. Department of Labor fiduciary rule, which required that financial advisors and brokers act in the best interest of their clients when overseeing retirement accounts.
From ThinkAdvisor
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Summary: One of the toughest exams in finance is about to get more topical, and for some, more complicated. Starting next year, Levels I and II of the exam to become a chartered financial analyst will include more in-depth questions on fintech, including machine learning and ethics tied to the use of technology within a work setting.
From Financial Planning
Added on August 2018 in M&A Issues
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Summary: The merger between LJPR Financial Advisors and Sequoia Financial Group can be compared to a blind date gone perfectly right.
