0 visitor like this article | Viewed 2950 times | 0 comment
Summary: Recent financial technology initiatives for wealth managers have focused on transparent and efficient delivery of information. While data aggregation and reporting were previously pain points, today they are essentials.
Added on February 2017 in Book Reviews
2 visitors like this article | Viewed 9826 times | 0 comment
Summary: The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution.
0 visitor like this article | Viewed 2598 times | 0 comment
Summary: Relationships in business are tricky but, as you point out, family relationships in business are often very, very tricky. Do you think I should just stay out of it or could I provide some benefit if I were to intervene in their problems?
Added on February 2017 in M&A Issues
0 visitor like this article | Viewed 3901 times | 0 comment
Summary: In acquiring Duckworth Wealth Advisors this month Mercer Advisors did more than add tax-preparation capabilities to an already broad service roster.
The move, which has taken Santa Barbara, Calif.-based Mercer from zero acquisitions in its first 31 years to a blistering six since the fall of 2015, merely primes the firm to extend the streak for another 36 months — at least.
0 visitor like this article | Viewed 2566 times | 0 comment
Summary: Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these social media mistakes if they want to demonstrate proper digital manners.
