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Financial Services Is Industry Most at Risk for a Mega-Cyberattack: AIG Survey

Added on May 2017 in Manage Your Practice
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Summary: In the nightmare scenario of a corporate cyberattack, the victim is not just one bank or power supply company but many attacked at the same time, and it could happen as early as this year, according to a new study from AIG.

What financial advisers can learn from Amazon

Added on May 2017 in Thought Leadership
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Summary: Recently my phone's storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that afternoon. How in the world can any electronics store carry enough inventory or be more convenient in giving me exactly what I need so easily?

SGA Guest Blog: Wes Stillman, RightSize Solutions on '5 Key Technology Questions for Every RIA'

Added on May 2017 in Thought Leadership
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Summary: Just as you do for you clients, your responsibility in managing technology requires the ability to look at the past and plan for the future. We get organized. Perhaps we do the things we’ve been putting off, or start to address the symptoms we’ve been ignoring.

RIA consolidation hits new high in first quarter

Added on May 2017 in M&A Issues
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Summary: The registered investment adviser space rolled into 2017 by consolidating at a record clip, according to the latest report from DeVoe & Co. The first quarter report, released Tuesday morning, counts a record 44 deals during the first three months of the year, versus 36 deals in the fourth quarter of 2016, and eclipses a previous high of 39 deals in the first quarter of 2015.

Be a LinkedIn pro with these 9 tips

Added on May 2017 in Manage Your Practice
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Summary: Social media is important, but it shouldn't take up all your time. Today, let's focus on nine tips to make your LinkedIn presence the best it can be.

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