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Summary: The coronavirus pandemic has triggered new cybersecurity risks for financial advisors, as employees around the world continue to adjust to working from home. While some broker-dealers already have robust cybersecurity programs in place, experts say there are steps advisors can take as well.
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Summary: More than half of Americans either own or work for a small business, according to the Small Business Administration, and each business is experiencing unique challenges in the current environment. It’s essential that advisers who work with small business owner clients help them navigate the short- and long-term implications of the COVID-19 pandemic and market volatility with empathy and compassion.
Added on April 2020 in M&A Issues
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Summary: RIA valuations and the amount of available debt financing for M&A transactions continue to be strong despite the economic crisis that has been brought on by the COVID-19 pandemic, according to Echelon Partners, a firm that consults on mergers and acquisitions in the advisory industry.
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Summary: Spring cleaning: It’s an expression that’s so old, we’ve forgotten what it means. In households it used to involve hanging area rugs outside on the clothesline and beating the dust out. Reorganizing kitchen cabinets. Flipping the mattress. What would spring cleaning mean for your business?
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Summary:
Tuesday, April 28, 2020 | 4:00 PM – 4:45 PM EDT
While we don’t yet know how long work-from-home will last, we do know that we continue to learn from this brand new world. In this interactive session, we’ll share lessons learned over the past few weeks and how to adopt this knowledge in order to strengthen your firm’s technology management. We’ll look at a range of process improvements that can be implemented to ensure your firm continues to stay efficient and secure. And finally, we’ll explore what this ‘new normal’ may look like and strategies to prepare your firm and employees to best serve clients and prospects in the months ahead and year ahead.
Register Here
