From On Wall Street
Added on April 2016 in Join an RIA
0 visitor like this article | Viewed 4375 times | 0 comment
From Think Advisor
0 visitor like this article | Viewed 3347 times | 0 comment
Summary: Joel Bruckenstein, the advisor technology expert, kicked off his panel at the Shareholders Service Group national conference with a warning to the 300 or so advisors in the room in San Diego. "What’s perfectly secure today won’t be” in the very near future, Bruckenstein said.
From IRIS
0 visitor like this article | Viewed 4276 times | 0 comment
Summary: Here is a question. Can you give me ten reasons I should do business with you (or your company)? I’m talking about good reasons. Reasons that would make me take notice. Reasons that would make you stand out.
From Financial Advisor IQ
Added on April 2016 in M&A Issues
0 visitor like this article | Viewed 4357 times | 0 comment
Summary: Advisory services don’t operate in a vacuum. The value of a financial advice practice — and potentially its principals’ ultimate remuneration — can be colored by macroeconomics and other seemingly distant external forces.
From CNBC
1 visitor like this article | Viewed 3877 times | 0 comment
Summary: The recent flooding in Houston that has damaged at least 1,000 homes highlights the need for a disaster recovery plan for your critical documents.
