From Financial Plannning
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Summary: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.
From InvestmentNews
Added on September 2016 in Form an RIA
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Summary: Advisers shouldn't wait until they must comply with the Department of Labor's fiduciary rule to look at the technology that's supporting their practices. Here are eights questions advisers should ask themselves, and eight ways to get started.
From Financial Planning
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Summary: Instead of engaging in an analysis of all the qualitative and quantitative benefits that the technology can offer their practice, the extent of their examination tends to begin and end with the question, "What's it going to cost?"
From Financial Planning
Added on September 2016 in M&A Issues
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Summary: Looking to beef up its presence in New England, United Capital Financial Advisers has acquired the private client group of Westport Resources Management, an RIA in Westport, Connecticut.
From Financial Advisor IQ
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