0 visitor like this article | Viewed 3295 times | 0 comment
Summary: Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to invest their time, money and talent in charitable causes.
0 visitor like this article | Viewed 2819 times | 0 comment
Summary: A new report from Aite Group, Financial Planning at the Core: Current and Future Developments, finds that wealth management firms are embracing goals-based financial planning technology rather than the previous practice of separating goals-based and cash-flow planning software. Even firms that have heretofore focused on investment management for their high-net-worth clients are now embracing financial planning.
Added on September 2018 in M&A Issues
0 visitor like this article | Viewed 10 times | 0 comment
Summary: For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free way. They want to be entrepreneurial, create enterprise value and access best-of-breed technology solutions to deliver an optimal client experience.
0 visitor like this article | Viewed 3055 times | 0 comment
Summary: Productivity is a blend of goals, activity and hard work. But not everyone has what it takes to be more productive.
0 visitor like this article | Viewed 3326 times | 0 comment
Summary: The massive Equifax breach announced to the public in September 2017 only serves to fuel the daily angst I feel as the chief compliance officer/chief investment officer for our $200-plus million RIA. If Equifax, with its tremendous resources, can be compromised, what fate awaits us in an environment of unrelenting cyber warfare?
