Added on July 2016 in M&A Issues
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Summary: The explosive growth of technology has made it possible for individual financial advisors to be more personally productive than ever before, from software to automate key tasks to the use of (virtual) assistants to even further leverage the advisor’s time.
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Summary: Encrypting emails and shared files is one of the best bets for securing clients' sensitive information, yet not all advisers are taking the initiative.
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Summary: How do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself?
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Summary: Profitability hit an all-time high last year for those RIA firms which reached the big league benchmark of $250 million or more in assets under management.
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Summery: There is nothing better than a good book on a beautiful summer's day. Together with the help from planners and wealth management execs, we curated a list of titles advisers should not miss. Whether it is practice management, client communications, leadership development or just an inspirational book to read by the beach or in a hammock under a tree, we have it covered.
