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Summary: Once upon a time social media was something that was kept in the corner in marketing, somebody tweeted on it, every now and again. People dabbled a bit on LinkedIn and Facebook, but it wasn’t really central to what marketing did. People pretty much forgot about it. People didn’t put any resources into it so they didn’t get much from it.
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Summary: After spending most of a decade offering guidance and stern warnings, regulators are ready to put enforcement muscle behind cybersecurity rules.
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Summary: Our firm is running full tilt and has been growing significantly over the last few years. Our founder has been personally involved in every single hire we’ve made from our inception 14 years ago. Our growth has forced us to hire people perhaps a bit more quickly than we would have preferred, but we haven’t had much choice because our workload is growing exponentially.
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Summary: United Capital said Wednesday that it has enhanced its GuideCenter web portal to offer a mobile app so that clients have direct access to their advisors and can track their financial goals.
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Summary: There are some things that advisers just shouldn't say to millennials when they are discussing financial planning, according to Douglas A. Boneparth, president and founder of Bone Fide Wealth and co-author of “”The Millennial Money Fix”.
