From IRIS
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Summary: If you’re like most people, you’ve had your fair share of New Year resolutions that have fallen by the wayside as winter turns to spring. Today, I’d like to share three resolutions that are simple to start, easy to keep, and will help you communicate your way to success in 2018:
From ThinkAdvisor
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Summary: Investopedia, an online provider of financial content, has announced its list of the top financial terms of 2017.
From InvestmentNews
Added on January 2018 in Form an RIA
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Summary: Another large brokerage has decided to exit the so-called protocol for broker recruiting, with Citigroup Global Markets confirming on Friday that it was leaving the agreement.
From Barron's Advisor Center
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Summary: As young advisory practices grow larger and begin to institutionalize, it’s very common to see their organic growth stall out. The good news is that the underlying reasons are often the same from firm to firm—and with a little planning and initiative, they can get back in gear and start growing again.
From Financial Planning
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Summary: Are you confident that clients’ data are walled off behind sufficient cyber protections?
