From ThinkAdvisor
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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.
From ThinkAdvisor
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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.
From InvestmentNews
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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.
From LinkedIn Pulse
Added on January 2017 in M&A Issues
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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.
From WealthManagement.com
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Summary: Third-party providers seeking to attract advisors often point to service as a differentiator in the marketplace. Yet, what service means to one advisor is often quite different to another advisor depending on size, circumstances, goals and more. By segmenting advisors, TAMPs (Turnkey Asset Management Programs) and other providers can better understand and support their clients, often dispelling some common misunderstandings about service expectations in the process.
