From InvestmentNews
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Summary: Almost half of Americans say the most difficult topic to discuss with others is personal finance; they would rather discuss death, politics or religion. This social taboo against talking openly and honestly with loved ones contributes to 50% of first marriages ending in divorce, 70% of families failing to successfully pass down wealth to future generations and 69% of parents feeling more comfortable talking with their teens about sex than investing.
From ThinkAdvisor
Added on November 2017 in Join an RIA
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Summary: If you’re an advisor looking to change firms or a newly minted advisor looking for his or her first job, you should check out this information.
From Financial Planning
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Summary: Even firms that believe they are too small to matter should think again. If a cyberattack happens at the firm's outsourced CRM partner, portfolio management vendor or custodian, and clients' personal information is compromised, where is client going to turn first to demand an explanation?
From Barron's Advisor Center
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Summary: I was facilitating an offsite with a team that was having some “blaming” challenges: things were starting to fall through the cracks and there was a lot of finger pointing and blame going on.
From InvestmentNews
Added on November 2017 in Form an RIA
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Summary: Two weeks ago, Morgan Stanley kicked over what could be the first domino in a sweeping shift away from broker protocol policies, and the financial services industry is still trying to figure out what it all means..
