From ThinkAdvisor
0 visitor like this article | Viewed 3752 times | 0 comment
Summary: Twice a year the advisor technology industry gathers to discuss the latest developments, launch new products and network to find ways to make advisors’ lives easier, while helping wealth management executives think through their technology roadmaps for the coming year.
From IRIS
0 visitor like this article | Viewed 3798 times | 0 comment
Summary: With technology changing every day and information increasingly exchanged in and out of physical and virtual environments, cybersecurity has to be a priority for Plan Sponsors and Plan Service Providers. Recordkeepers and Third Party Administrators are natural targets for a cyber-attack.
From FA Magazine
0 visitor like this article | Viewed 3409 times | 0 comment
Summary: The financial services industry is vital to financial planning in many ways. It provides financial products that meet the needs of the public, including our clients.
From InvestmentNews
0 visitor like this article | Viewed 3973 times | 0 comment
Summary: Imagine this. A (prospective) client has a significant investment in a particular asset. You receive notice that the costs being charged inside this product are being increased. In addition, this notice includes forward guidance downgrading future interest earnings expectations by 50 basis points and cautioning that interest earnings expectations could be further reduced by as much as another 100 basis points.
From WealthManagement.com
0 visitor like this article | Viewed 3408 times | 0 comment
Summary: When someone asks us a question about niche marketing, one of our first thoughts is LinkedIn. Whether they’re targeting a certain company, an industry, a profession or demographic, LinkedIn is a great place to start. It helps you find niche prospects, determine your connections to them, and helps you market to them.
