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Summary: NEW YORK CITY — “I don’t mean to sound cynical, but this is New York and people don’t fall for B.S.,” Josh professed as he segued into his real question, “Let’s face it, we’re all just stockbrokers, with similar platforms and similar products. How in the world can you really differentiate yourself from the thousands of advisors in the metropolitan area?”
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Summary: Fending off cyberfraud is often portrayed as a battle with hackers employing sophisticated technology, but the weakest link at most firms is typically low-tech: their employees and clients.
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Summary: Uber is killing the taxi cab, Amazon is overtaking retail and Netflix is dominating entertainment, but it is the cell phone that makes this all possible. The threat from digital disruptors only became pervasive when technology took the huge leap of becoming portable. The biggest danger to your business is the cell phone resting in your client's pocket.
Added on June 2016 in M&A Issues
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Summary: As more baby boomer financial advisers contemplate the sale of their practices, there are steps they can take to potentially increase the businesses’ value and command a higher price.
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Summary: Advisers have been bombarded with warnings to embrace a digital practice in order to stay relevant, but they just need to take one step right now, says eMoney Advisor CEO Ed O'Brien.
