From ThinkAdvisor
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Summary: Many financial advisory firms are seeing more automation in their middle- and back-office operations, according to industry experts.
From Financial Planning
Added on December 2017 in M&A Issues
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Summary: Financial advisors’ value will grow in 2018, on the strength of new technology tools, M&A deals and a sense of relief around the fiduciary rule.
From InvestmentNews
Added on December 2017 in Form an RIA
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Summary: Three new officials — one at the Labor Department and two at the Securities and Exchange Commission — will help the agencies advance their work on investment advice standards.
From ThinkAdvisor
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Summary: No doubt within the first ten minutes of becoming a financial advisor, you received a list of taboos: those things you are never allowed to do because they are either ethically or legally forbidden. At the top of that list: using client testimonials.
From IRIS
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Summary: [Podcast] This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, join Matt and Kirk as they dive into developing your marketing mindset.
