0 visitor like this article | Viewed 2627 times | 0 comment
Summary: [Video] After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?
0 visitor like this article | Viewed 2904 times | 0 comment
Summary: Many business owners instinctively gravitate toward transferring ownership to their children. However, they must be mindful of the common, sometimes devastating, problems that go along with a transfer to children. While disagreements in third-party sales and sales to management can affect owners’ business lives, those same disagreements can have wide-ranging effects on the personal lives of business owners, their children, and their families in transfers to children.
0 visitor like this article | Viewed 3026 times | 0 comment
Summary: One day you come into the office and find your firm's corporate misdeeds are splashed across the media far and wide. Once a firm's reputation has been trashed, advisors at that firm often lose referrals that they didn't even know about, from prospects who don't want their account at a suspect organization.
0 visitor like this article | Viewed 2762 times | 0 comment
Summary: That now-iconic statue of a, well, a fearless girl was erected nearly a year ago facing the Charging Bull. It was supposed to be temporary, but State Street Global Advisors and the New York Mayor’s Office are under way, according to AdWeek. SSGA, of course, commissioned the statue.
Added on February 2018 in Form an RIA
1 visitor like this article | Viewed 3892 times | 0 comment
Summary: The chief information security officers at financial institutions are increasingly being thrust into the organizational spotlight as concerns with data security grow, according to a new report by the Financial Services Information Sharing and Analytics Center.
