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Summary: Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything today, most independent advisors still don’t understand the digital space as it relates to their practice.
Added on April 2016 in M&A Issues
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Summary: Cooper and other experts, speaking on Thursday during a Financial Planning webinar, say that having the right strategies in place can not only help a firm grow, but also protect what's already been built.
Added on April 2016 in Join an RIA
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Summary: Teams provide the fast track young advisors and top producers want, leading recruiters say in this video installment of On Wall Street's annual recruiters panel.
Added on April 2016 in Join an RIA
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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.
