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Summary: Because it’s human nature to improve, every year about this time many financial advisors wonder, “How can I make this my best year ever?” Here are a few ideas to help you achieve that goal.
Added on January 2017 in M&A Issues
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Summary: 2016 proved to be a record-setting year for RIA M&A deals and the pace shows no sign of slowing this year, according to research and consulting firm Echelon Partners.[11 Slides]
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Summary: As the marketing landscape continues to evolve at a breath-taking pace, it's never been more important to keep up with the trends, technology, behaviours and preferences driving buying behaviours. No surprise then that every marketer on the planet seems to using the start of another new year as an opportunity to look ahead to what may - or then again may not - lie in store for us in 2017.
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Summary: New cybersecurity rules for some financial services providers are set to take effect March 1 for firms doing business in New York, and the new requirements may be showing up around the nation before too long.
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Summary: Just because your title, CCO, contains the word "Officer" doesn't mean you are a corporate officer and required by law to be indemnified by your employer.
