From Financial Planning
0 visitor like this article | Viewed 3910 times | 0 comment
Summary: Advisors specialize in knowing every facet of their clients’ financial lives. Will they need to delve into their mental processes and emotional states as well?
From Financial Planning
1 visitor like this article | Viewed 4079 times | 0 comment
Summary: As attacks have become increasingly prevalent at wealth management firms, clients are taking notice, said Raymond James’ Chief Information Security Officer Andy Zolper in an interview at the Raymond James' Wealth Manager Conference earlier this month. The Equifax hack has only heightened their concern.
From InvestmentNews
Added on October 2017 in Join an RIA
1 visitor like this article | Viewed 4550 times | 0 comment
Summary: Here are some high notes from Ric Edelman's latest book, "The Truth About Your Future: The Money Guide You Need Now, Later, and Much Later" (Simon & Schuster, 2017).
Expect to live longer, work longer, and get more free stuff, says the the chairman and co-founder of Edelman Financial Services.
From Nerd's Eye View
0 visitor like this article | Viewed 4198 times | 0 comment
Summary: [Podcast] My guest on today’s podcast is Marty Kurtz. Marty is the founder of The Planning Center, an independent RIA based in Moline, Illinois, that – as the name implies, quite deliberately – provides comprehensive financial planning for clients, along with investment management for more than $700 million of client portfolios.
From IRIS
1 visitor like this article | Viewed 4793 times | 0 comment
Summary: Kristen Johnson, vice president of marketing for Fidelity Clearing and Custody Solutions, presented both a Part I refresher and the latest installment of ‘Own Your Space Part II: Stand Out in a Crowded Market’.
