From ThinkAdvisor
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Summary: The North American Securities Administrators Association is mulling a model cybersecurity rule for investment advisors and is currently developing cyber guidance and a “checklist” for small advisory firms to use to assess their cyber preparedness.
From InvestmentNews
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Summary: "Like generations before us, millennials have an entrepreneurial spirit. What separates us is our ability to harness technology to be more productive; to achieve more in the same time given.
From Barron's
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Summary: Warren Buffett coined the term “moat” to reflect a firm’s ability to maintain its long-term competitive advantage. I use that visual with clients to describe a firm’s “Total Rewards Moat,” meaning all intrinsic and extrinsic rewards used to motivate and retain an organization’s top performers.
From TwentyOverTen
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Summary: There’s no denying that blogging is no longer a luxury but a necessity. Having a blog allows you to share specific knowledge with your stakeholders that you may not dive into on your website. Not only is a blog a great source of knowledge, it also plays a large role in lead generation. Furthermore, sharing your blog content on your social media channels can drive even more traffic to your site.
From InvestmentNews
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Summary: Tens of thousands of college students will be toiling away this summer at financial advice internships around the nation, taking on projects like exploring new software and helping firms go paperless to planning office celebrations and client events.
