From Think Advisor
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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
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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
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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
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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.
From Ameritrade Institutional
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Summary: Registered investment advisor (RIA) firms frequently hear that hiring a “next generation” advisor is the right thing to do as a graying industry faces a talent shortage, but hiring a millennial can also help firms boost growth and profitability, new TD Ameritrade Institutional research shows.
