From IRIS
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Summary: There is no such thing as a truly “automated”, hands-off approach to internet marketing. Rather, marketing automation software is designed to semi-automate many aspects of a marketer’s day-to-day tasks and free up more time for an organization. For some businesses, marketing automation enables faster, easier email personalization, timely information dissemination, and lead nurturing. For other businesses, automation software is essential for processing, fulfilling, and tracking orders accurately and efficiently.
From FA Magazine
Added on August 2017 in Join an RIA
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Summary: Many advisors have been evaluating their broker-dealer relationships in light of the new requirements the DOL will impose. Big firms like LPL Financial and Raymond James are changing their payout formulas in response to the rule and others are likely to follow
From ThinkAdvisor
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Summary: As the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.
From Financial Planning
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Summary: BOSTON - Referrals may be the engine that generates net new assets, but too many advisers are afraid to ask for them, according to one expert.
From InvestmentNews
Added on August 2017 in Form an RIA
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Summary: Registered investment advisers will have to provide more client account data and social media information in a revised Securities and Exchange Commission registration form that will go into effect this fall.
