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Summary: Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
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Summary: Every business needs capital. It’s your stake in that big lifelong game called Success. Your capital empowers you to do a lot more than keep the lights (and computers) on: it’s the foundation for your future growth and your protection during future economic downturns.
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Summary: Mark McGonagle is at a crossroads. Since starting his Boston-based practice, Chestnut Hill Wealth Management Group, two years ago, he’s recruited seven advisors and now has assets of around $175 million. He’s wondering if the next step is to become an office of supervisory jurisdiction for his brokerage firm, Cantella & Co., and focus more on recruiting and compliance, or if he should continue to work directly with clients.
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Summary: It has been said, “It doesn’t matter if you win or lose — it’s how you play the game.” But, what if you are competing against an opponent that far outweighs your capabilities and resources, making your odds of winning more than unlikely? Is it still worth it to even play a game you can’t win?
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Summary: Tech glitches that cause short-term downtime are more likely to interrupt the flow of daily operations than catastrophic events. A recent report by KPMG found that 35% of the IT failures reported in the financial services industry are related to availability — that is, a service or system was down when needed. Another 28% involved technology that failed to behave as it should.
