0 visitor like this article | Viewed 3948 times | 0 comment
Summary: he importance of ethics in financial services, the future of robots and artificial intelligence and the undeniable benefits of having women on boards: these issues and more were explored at this week’s Australia Investment Conference held by CFA Societies Australia (#CFAAIC2015, for those following on Twitter).
1 visitor like this article | Viewed 4671 times | 0 comment
Summary: Sales responsibilities and strategies usually fall on the shoulders of people at the highest level of the organization. As a result, time management and prioritization become major factors. Rather than try to tackle all things at once, firms need to organize their efforts most effectively. Here are three things that we’ve identified as low hanging fruit.
0 visitor like this article | Viewed 3875 times | 0 comment
Summary: To get clients to understand and appreciate the value of professional financial advice, they must grasp two key metrics: what they are paying and what services are being provided for these fees. While this equation sounds simple enough, the evidence suggests most clients are not adequately equipped to make this assessment.
Added on October 2015 in M&A Issues
1 visitor like this article | Viewed 4592 times | 0 comment
Summary: Advisors considering a move in the fourth quarter may want to take stock as the end of the year approaches. If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.
0 visitor like this article | Viewed 4191 times | 0 comment
Summary: VIDEO from Junxure Conference - Tricia Haskins, V.P., head of technology consulting at Fidelity Investments on how advisers are wading through a sea of complex technology decisions.
