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Summary: What do your clients think about you? We talked to Hedy Ratner, a 75-year-old Chicago resident, about what’s really on her mind.
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Summary: A performance management process is best when it links execution to compensation. That, in turn, encourages employee engagement.
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Summary: Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience.
Added on March 2017 in M&A Issues
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Summary: People often remark that advisory firms are now worth so much that nobody can afford them. This ironic observation reminds me of Yogi Berra's memorable quote, “Nobody goes there anymore. It's too crowded.”
Added on March 2017 in Form an RIA
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Summary: The first state-mandated cybersecurity regulations in the nation went into effect Wednesday in New York State, requiring a wide range of financial services, banks and insurance firms to adopt measures aimed at protecting client data.
