From InvestmentNews
0 visitor like this article | Viewed 4355 times | 0 comment
Summary: Risk management software is getting center stage these days, especially with the Department of Labor's fiduciary rule, which requires all advisers act in their clients' best interests on retirement accounts. Financial advisers will need to put extra effort into ensuring their clients' accounts are properly allocated, and that their portfolios match their risk tolerance. Here is a chart breaking down risk management software for financial advisers.
From InvestmentNews
1 visitor like this article | Viewed 4363 times | 0 comment
Summary: Even though advisers often ruminate for many years before going independent or even changing brokerages, many are still surprised by certain realities of the shift
From Nerd's Eye View
Added on July 2016 in M&A Issues
0 visitor like this article | Viewed 4887 times | 0 comment
Summary: The explosive growth of technology has made it possible for individual financial advisors to be more personally productive than ever before, from software to automate key tasks to the use of (virtual) assistants to even further leverage the advisor’s time.
From InvestmentNews
0 visitor like this article | Viewed 4537 times | 0 comment
Summary: Encrypting emails and shared files is one of the best bets for securing clients' sensitive information, yet not all advisers are taking the initiative.
From IRIS
0 visitor like this article | Viewed 3699 times | 0 comment
Summary: How do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself?
