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Summary: While Morgan Stanley says the now-delayed Department of Labor fiduciary rule has put a damper on advisor movement, Raymond James says its independent channel’s recruiting efforts are going full steam ahead.
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Summary: Growing up behind the Iron Curtain in Kiev, Ukraine, Michael Pinsker had always admired the spirit of entrepreneurial freedom that is a hallmark of the U.S. Twenty-six years after he emigrated here, he still believes strongly in encouraging the free flow of business ideas and enabling those ideas to come to fruition.
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Summary: Advisory firm owners should be asking their information technology experts two important questions to protect their businesses from the "WannaCry" ransomware attack that hit more than 200,000 computers in 150 countries in recent days and from future cyberstrikes.
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Summary: Properly managing technology is essential to your firm’s business health and keeping your clients’ personal information safe. It can also help you to gain a competitive advantage and do better business In our first guest blog post, Wes Stillman, CEO of RightSize Solutions provides ‘5 Key Technology Management for Every RIA' to help you refine your cybersecurity and technology management plan.
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Summary: It was more than 15 years ago when I first started in the financial industry, and it’s certainly come a long way. In 2003, public relations was mostly unheard of within the industry. I remember an advisor telling me he’d consider public relations in his practice because he likes the public so much.
