From InvestmentNews
1 visitor like this article | Viewed 3348 times | 0 comment
Summary: Uber is killing the taxi cab, Amazon is overtaking retail and Netflix is dominating entertainment, but it is the cell phone that makes this all possible. The threat from digital disruptors only became pervasive when technology took the huge leap of becoming portable. The biggest danger to your business is the cell phone resting in your client's pocket.
From Wall Street Jornal Online
Added on June 2016 in M&A Issues
1 visitor like this article | Viewed 4467 times | 0 comment
Summary: As more baby boomer financial advisers contemplate the sale of their practices, there are steps they can take to potentially increase the businesses’ value and command a higher price.
From Financial Planning
1 visitor like this article | Viewed 4462 times | 0 comment
Summary: Advisers have been bombarded with warnings to embrace a digital practice in order to stay relevant, but they just need to take one step right now, says eMoney Advisor CEO Ed O'Brien.
From IRIS
0 visitor like this article | Viewed 3971 times | 0 comment
Summary: Technology is becoming a key component to any successful RIA firm. Using technology can streamline your operations work, enhance your client experience, and ultimately help you sign more prospects. But there are +100 advisor-focused technology solutions on the market! Considering which technology to invest in can be a daunting task.
From Financial Planning
1 visitor like this article | Viewed 4356 times | 0 comment
Summary: Since I started writing this column four years ago, I’ve been assigned to deal with the journey of a younger financial planner. While most of my columns have focused on this topic, sometimes I have discussed subjects that are often avoided.
