From WealthManagement.com
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Summary: What do your clients think about you? We talked to Hedy Ratner, a 75-year-old Chicago resident, about what’s really on her mind.
From Cruz Consulting Group
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Summary: A performance management process is best when it links execution to compensation. That, in turn, encourages employee engagement.
From InvestmentNews
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Summary: Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience.
From ThinkAdvisor
Added on March 2017 in M&A Issues
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Summary: People often remark that advisory firms are now worth so much that nobody can afford them. This ironic observation reminds me of Yogi Berra's memorable quote, “Nobody goes there anymore. It's too crowded.”
From WealthManagement.com
Added on March 2017 in Form an RIA
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Summary: The first state-mandated cybersecurity regulations in the nation went into effect Wednesday in New York State, requiring a wide range of financial services, banks and insurance firms to adopt measures aimed at protecting client data.
