From IRIS
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Summary: A few years ago I was given this golden rule of thumb when meeting business principals.
If we meet in their office and I get the tour, things are good. If we meet at a local cafe, not so much.
It’s a great yardstick and it works every time. Try it if you have business clients.
From Financial Planning
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Summary: TD Ameritrade Institutional is giving away cash awards for fintech proposals that offer innovative strategies for the RIA industry.
From OnWallStreet
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Summary: As advisors, we never want to see a client run out of money on our watch. This makes working with people who appear to be spending at unsustainable levels especially challenging. Yet the problem may not be that the client has a spending problem, but rather that they haven’t been up front about all their assets. That’s really a trust problem.
From Financial Plannning
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Summary: The future of wealth management could be a bionic one, but firms looking to upgrade their technology stacks face serious roadblocks, Ron Carson, CEO of the Carson Group, said at a session on hybrid investors at the In|Vest conference in New York.
From Financial Planning
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Summary: What should firms do when upgrading technology is so cumbersome, it feels a bit like repairing a jet in midflight?
The future of wealth management could be a bionic one, but firms looking to upgrade their technology stacks face serious roadblocks, Ron Carson, CEO of the Carson Group, said at a session on hybrid investors at the In|Vest conference in New York.
