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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From Think Advisor
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Summary: Advisors hopefully have communicated with their clients about how they should address concerns if the client is beginning to show signs of dementia, but what happens if advisors’ own cognitive decline prevents them from fulfilling their fiduciary duties?
