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Summary: As both an advisor and therapist, Susan Zimmerman thinks a lot about handling tough conversations with clients — and how to dissuade their fear of the unknown.
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Summary: In ancient cultures, relying on oral traditions was often the only way to transmit values, beliefs and history to the next generation. In this construct, the elders acted as mentors to the younger people.
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Summary: When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the same time, you need a routine to make sure you’re not wandering aimlessly through the interwebs.
Added on May 2019 in M&A Issues
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Summary: Veteran RIA dealmaker Peter Raimondi is getting serious traction, completing his fourth acquisition in just over a year to bring the AUM of Dakota Wealth Management to close to $1 billion.
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Summary: The North American Securities Administrators Association recently approved a new information security model rule package to enhance state-registered advisors’ cybersecurity and privacy practices.
