Home > 
Knowledge and Insight

All Articles


Identifying Your Level of Work Happiness (and How to Boost It)

From IRIS
Added on January 2017 in Thought Leadership
1 visitor like this article | Viewed 3357 times | 0 comment

Summary: I recently reported on research that suggested avoiding debt is an important component in whether earning more money leads to more happiness. This supplements previous research that shows increasing one's income to around $75,000 a year does increase happiness.

Kitces to Advisors: Don't Fear Robos

From ThinkAdvisor
Added on January 2017 in Manage Your Practice
0 visitor like this article | Viewed 3761 times | 0 comment

Summary: “Technology is not a threat, but an opportunity, if you build on that technology and add value,” Kitces told financial advisors in his presentation at the Inside ETFs 2017 conference underway in Hollywood, Florida.

Is Your Data Breach Response Plan Good Enough? 3 Ways to Stress Test It

From ThinkAdvisor
Added on January 2017 in Plan for the Future
0 visitor like this article | Viewed 3915 times | 0 comment

Summary: As the chances of a data breach incident increase, savvy businesses have invested time and thought in a response plan. But plans never survive first contact with the enemy. Stress test your incident response plan to find and resolve its weaknesses while time is on your side.

How financial advisers can prepare clients for potential life-altering events

From InvestmentNews
Added on January 2017 in Manage Your Practice
0 visitor like this article | Viewed 3794 times | 0 comment

Summary: We plan for weddings, vacations, retirement, education, concerts, dinners, errands and appointments. We plan for just about everything in our lives, but no one plans on getting sick or becoming disabled. Ironically, this highlights the importance of preparing clients for potential life-altering events.

How Effective Communications Translates to M&A Success

From LinkedIn Pulse
Added on January 2017 in M&A Issues
2 visitors like this article | Viewed 4410 times | 0 comment

Summary: Fortune reports that “M&A activity flourished despite a harrowing election season,” and the numbers prove that while both candidates slammed “big business” on the 2016 campaign trail, corporate boards played “let’s make a deal” in the background.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?