From ThinkAdvisor
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Summary: As a report from Accenture laid out earlier this year, not only are financial services firms targeted by cybercrime more than any other sector, but breaches have actually tripled over the past five years. Technology has revolutionized this sector, but in doing so, it has opened financial advisors and other industry professionals to threats and liabilities in ways never before imagined. Potential consequences range from the unnerving to the catastrophic.
From ThinkAdvisor
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Summary: Hearsay Systems showcased the latest trends and hottest innovations in financial technology at its annual conference Thursday in San Francisco, but CEO Clara Shih also gave a stark assessment on how limited fintech’s reach into advisors’ daily work life is today.
From RIA Match
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Summary: Join us for a webinar on June 6, 2018 at 2:00 PM EDT.
Deciding who joins your team or becomes your successor is a daunting risk-filled task. Learn how to uncover your own strengths and values, and how they impact your decision-making and communication. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications.
From OnWallStreet
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Summary: I say tactless things to clients all the time, but I know these truths add value and differentiate my practice. I think these things are so important, in fact, that I typically make sure I share them with prospective clients, as well. They could work for you, too.
From IRIS
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Summary: Each week, I speak with advisors and entrepreneurs who want to take their business to the next level. As they share the details of their marketing plan, I ask how they came up with the plan. Most often, they reply, “I think this will work.” When asked if they have done any research to confirm it will work, the answer is either “No” or “Well sort of.” While the latter response is better than the first, neither is ideal. Today’s topic includes the biggest and most common marketing problems and how to avoid them.
