Added on November 2016 in Join an RIA
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Summary: In the fall of 2011, I was a brand new student at Florida International University. I was in business school, and one of the first classes I took was the intro to finance class. As a kid attending school after the financial crisis in 2008, I wanted to know how money worked. I absolutely fell in love with the process. Time value of money? It made sense.
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Summary: Many advisers have plans for growth, but does anyone really know what causes above-average sustained progress? Some might think exemplary esprit de corps among your employees will do it. Others may feel the best way to tap into a fantastic pool of potential clients is to locate an office where everyone has above-average incomes.
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Summary: Catherine Seeber, a CFP and partner at Wescott Financial Advisory Group in Philadelphia, says that her firm uses the trademarked “Life-Minded Wealth” approach that integrates financial expertise with life expertise into a single advisory service that helps clients see all sides of every financial decision.
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Summary: Twice a year the advisor technology industry gathers to discuss the latest developments, launch new products and network to find ways to make advisors’ lives easier, while helping wealth management executives think through their technology roadmaps for the coming year.
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Summary: With technology changing every day and information increasingly exchanged in and out of physical and virtual environments, cybersecurity has to be a priority for Plan Sponsors and Plan Service Providers. Recordkeepers and Third Party Administrators are natural targets for a cyber-attack.
