From wealthmanagement.com
0 visitor like this article | Viewed 3790 times | 0 comment
Summary: Technology has advanced by leaps and bounds in the advisory industry—and so have the risks. As a result, cybersecurity has emerged as a critical issue for advisors to address. But how best to navigate the ever-changing and complex cybersecurity landscape? The advisory industry has taken proactive steps to fight cyberthreats, but there’s more than advisors can do to protect their practices.
From InvestmentNews
0 visitor like this article | Viewed 3413 times | 0 comment
Summary: By now, most financial planners have probably heard the story of how 13 individuals in different areas of the financial services industry — mutual funds, stock brokerage and life insurance among them — gathered in an airport hotel in December 1969 and planted the seeds of what has become the financial planning profession.
From ThinkAdvisor
0 visitor like this article | Viewed 3792 times | 0 comment
Summary: So you’ve decided to expand your client base through social prospecting. You’ve identified a few community organizations where your high-net-worth prospects are likely to show up and you would be a good fit. (If you haven’t, check out 9 Great, Good and OK Places to Meet Wealthy Prospects.) Now you need a strategy.
From
0 visitor like this article | Viewed 3758 times | 0 comment
Summary: [Podcast] My guest on today’s podcast is Matt Oechsli. Matt is the founder and CEO of The Oechsli Institute, which does primary research into affluent investors and how they select advisors, and then provides financial advisor marketing and sales consulting and coaching on how to leverage those research insights to grow their firms by reaching more affluent clients.
From InvestmentNews
Added on September 2019 in M&A Issues
0 visitor like this article | Viewed 3919 times | 0 comment
Summary: Not a week goes by that I don't see an article about how advisory firm valuations are at all-time highs.
