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Voices: Everyday tech — even printers — needs cybersecurity protection

Added on February 2020 in Manage Your Practice
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Summary: As you layer up before venturing outside in frigid weather, you know it’s the base layer of protection closest to your skin that’s key to staying warm and dry. The same logic applies to managing and protecting your firm’s technology.

RIAs on hiring binge offer ownership, other perks

Added on February 2020 in Plan for the Future
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Summary: According to the Schwab RIA Compensation Report released Wednesday, about 70% of an advisory firm’s revenue is spent on compensation and total compensation is climbing, with 75% of advisory firms in hiring mode.

The Immense Potential in Advisor Podcasting

Added on February 2020 in Thought Leadership
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Summary: Have you ever considered launching your own podcast, but stopped because you weren’t sure if it would be worth the time and the effort involved?

6 Steps to Take Before You Build a Team

Added on February 2020 in Manage Your Practice
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Summary: Look to your right, then to your left. Odds are, you’ll see at least one team hard at work — and for a few good reasons.

As clients and advisers get younger, firms feel pressure to up their tech game

Added on February 2020 in Plan for the Future
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Summary: According to a new report from SS&C Technologies, the younger generation of investors and financial advisers might be driving the demand for innovation in financial services, but adoption rates are increasing among both young and old.

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