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Cybersecurity officers moving up the organizational chart

Added on February 2018 in Form an RIA
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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.

Clients Rate Top Financial Services Firms in 13 Categories

Added on February 2018 in Manage Your Practice
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Summary: Customers of top financial services performers reveal who they love in Hearts & Wallets’ annual national customer satisfaction rating report.

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Blockchain Is Transforming the Financial Services Industry

Added on February 2018 in Thought Leadership
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Summary: Blockchain Is Transforming the Financial Services Industry​ [Slide Show]

RIA Sellers Warned: Many M&A Deals Will Fail in 2018

Added on February 2018 in M&A Issues
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Summary: With wealth firms changing hands at a furious pace, some market players are eager to warn would-be sellers that quantity doesn’t equal quality -- and that more transactions hailed means more deals are quietly biting the dust.

The Golden Rule? You Can Do Better

Added on February 2018 in Manage Your Practice
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Summary: The men’s coxswain, focused on his rowers, completely missed the dangerous change in the wind. But the women’s 100-pound coxswain didn’t: Barking out a rapid-fire series of orders, she narrowly prevented a collision between the two boats. “I’ve never heard anything so loud,” the school’s crew coach, a consulting client, told me.

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