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Advisers struggle with data security — and worry about the consequences

From InvestmentNews
Added on January 2022 in Thought Leadership
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Summary: The majority of global financial service institutions are facing serious issues related to securing their stored data, which will likely only increase as cybersecurity attacks become more prevalent. A recent survey released by data storage company Continuity found that more than two-thirds of respondents believe an attack on their storage environment will have a “significant” or “catastrophic” impact on their business.

Why Advisors Need to Be 'Like a Quarterback': Ken Dychtwald

From ThinkAdvisor
Added on January 2022 in Manage Your Practice
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Summary: Through all the horribleness, the pandemic has been a wake-up call to talk and reflect about legacy and end of life,” Ken Dychtwald, founder and CEO of Age Wave, tells ThinkAdvisor in an interview.

16 Inspirational New Year's Resolutions of Financial Advisors

From Wealth Management
Added on January 2022 in Thought Leadership
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Summary: Enter the new year’s resolution, an intention to improve our personal or professional lives in some consequential way. You may be wondering what personal goals your colleagues around the world are pursuing. To find out, WealthManagement.com asked advisors to share their resolutions for 2022. We picked 16 that strike us as particularly insightful and inspiring. Perhaps you will find one or two among the resolutions highlighted here to inspire you to make and keep one of your own.

Advisers to focus on staying home in 2022

From
Added on January 2022 in Form an RIA
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Summary: Advisers like the autonomy of working from home and don’t want to have to go back to the office and wear a suit again.

The Top Practice Management Story of 2021: Regulators Strike Back

From Wealth Management
Added on December 2021 in Manage Your Practice
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Summary: The 2020 election brought changes in leadership and direction throughout Washington, D.C., from 1600 Pennsylvania Ave. to the Securities and Exchange Commission. President Joe Biden’s nominee to succeed outgoing SEC Chair Jay Clayton was Gary Gensler, who’d chaired the Maryland Financial Consumer Protection Commission and previously led the U.S. Commodity Futures Trading Commission under President Barack Obama.

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