From wm.com
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Summary: Have you been on LinkedIn lately? It’s much more vibrant than it was a few years ago. People are logging in more frequently, posting better content and engaging more meaningfully. If LinkedIn once felt stagnant compared with Facebook and Instagram, it’s a different animal now.
From ThinkAdvisor
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Summary: The right technology can make a big difference for an RIA practice — allowing financial advisors to compete with large wirehouses and address increasingly complex client needs. According to a recent study commissioned by Million Dollar Round Table (MDRT), 95% of respondents believe it’s important that advisors are both technologically savvy and use updated technology-based tools in their practices.
From RIA Match
Added on August 2019 in M&A Issues
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Summary: Self-motivated, success-driven and passionate about the Fiduciary Duty and the financial planning industry. Honesty, transparency and integrity are paramount. CFP® practitioner, experienced and versatile.
From InvestmentNews
Added on August 2019 in Form an RIA
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Summary: A recent New York Times article called Uber and Lyft two of "the largest and most anticipated … companies to have gone public this year," but in the same breath declared that "they were also the biggest flops," as "both were racking up huge losses with no clear path to profitability."
From wm.com
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Summary: What do you think are the top fears of Americans today? It’s not public speaking, heights, spiders, snakes or even terrorism. Not even close—today’s top fears are much more practical.
