From THinkAdvisor
Added on March 2017 in Form an RIA
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Summary: Rep. Tom Graves, R-Ga., introduced a bill as a discussion draft that would allow a victim of a cyberattack to access the attacker’s computer in order to gather information about the attack to share with law enforcement or to stop the hacker from continuing to access their network.
From Private Advisor Group
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Summary: As I consult with many of our independent advisors, they frequently ask me about blogging: What is it? How do I do it? What are the benefits in maintaining blog about financial planning? While there are many tools and resources available to advisors who want to blog, the end result is often the same. The advisor writes or leverages approved content for a blog posting and then never revisits it, or waits months before doing so.
From Financial Planning
Added on March 2017 in M&A Issues
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Summary: Too many wirehouse brokers considering going independent are led to believe that once they leave their bank-owned brokerage they will no longer have access to sophisticated lending tools to offer their clients, such as competitively priced margin loans or home loans.
From FA Magazine
Added on March 2017 in M&A Issues
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Summary: For any independent financial advisor M&A deal to be successful, it's crucial to start with a detailed plan that outlines what the buying or selling advisor is seeking to achieve, and encompasses the right tactics that support the fulfillment of those goals.
From Financial Planning
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Summary: Industry veteran Tim Kochis, the former CEO of Aspiriant, is getting back into the wealth management business full-time, joining DeVoe & Co. to launch a new succession planning initiative.
