From WealthManagement.com
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Summary: Salesforce revealed the first of its planned industry-specific products on Tuesday with Salesforce Financial Services Cloud, a new enterprise product that seeks to be a “one-stop shop” for financial advisors.
From Financial Advisor IQ
Added on August 2015 in Join an RIA
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Summary: In May, after a decade at Wells Fargo Advisors, advisor Michael Palace joined the independent RIA Gladstone Wealth Group in Bedminster, N.J., which uses LPL Financial’s brokerage services. The sole practitioner, who also had worked at UBS for five years, managed about $130 million at Wells Fargo.
From Think Advisor
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Summary: Unless you live in rural Afghanistan, you’re probably aware of the current conversation going on in the independent advisory industry about whether flat retainer fees might be better for clients (and advisors) than AUM fees.
From Financial Planning
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Summary: If you want to find the next generation of talented advisors, you may need to know which schools are educating them.
From Think Advisor
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Summary: Hearsay Social says many financial services firms need to grow up, in a matter of speaking, to boost their business impact via Facebook, LinkedIn and Twitter. Early Wednesday, it launched a benchmarking tool that can be used to guide firms to make such improvements: the Social Business Maturity Model.
