From WealthManagement.com
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Summary: How and when advisors communicate with clients is constantly changing. The days of traditional emails and memos are numbered. Gone are the days when face-to-face meetings were the best way to stay in touch. Today, people require instant communication and texting has found its way to the forefront of human interaction—particularly in business. Now, we’re all digital all the time.
From Barron's Advisor Center
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Summary: The early months of a new year is a great time to review strategy and set goals for an advisory practice. These self-examinations can be integrated into regular workdays in the office, of course. But many advisors prefer to host them in off-site locations, which allow team members to step back physically and mentally from their day-to-day tasks.
From IRIS
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Summary: Markets are going well, and commission and fee rates are still at the high end of the scale, and there are still plenty of consumers using advisers really, and a lot the anticipated regulatory bite hasn’t really hit home for most practitioners….
From ThinkAdvisor
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Summary: In the past year, cybersecurity has truly broken through and become not just a boardroom issue but also a dinner table topic. From ransomware attacks to election tampering, we have been fed a steady diet of explosive front page stories that have shaken the public's sense of online security.
From Financial Advisor
Added on March 2017 in Join an RIA
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Summary: Why are some new planners having trouble finding a suitable job, even when there is a need for advisers at many firms?
