Added on March 2017 in Form an RIA
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Summary: Meeting objectives requires a family office to hold and transact business involving highly sensitive information about family members, their finances and their venture partners. The same technology on family offices and their clients depend on to communicate instantly and globally makes them compelling targets of criminals worldwide. Protecting client families from financial loss and harm requires family offices to be hands-on about matters their clients may have never taken into account.
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Summary: Media exposure can help your practice in a number of ways — it can improve credibility, provide free exposure and give you a solid voice in the profession. I’m very fortunate to have created a decent media presence over the years, through consistent and thoughtful work.
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Summary: With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.
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Summary: When it comes to strategy, efficiency and productivity are very different. At a time when so many companies are starved for growth, senior leaders must bring a productivity mindset to their business and remove organizational obstacles to workforce productivity.
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Summary: We’re hearing from advisors that integration is oversold and undelivered so often, they now think it’s simply lip service. They’ve been promised over and over again that a software solution will integrate with their custodian. But if the custodian hasn’t fully committed to developing seamless functionality or bi-directional data, the solution doesn’t work. If the advisor has to make the connections, the effort is doomed to fail.
