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Summary: How do you view technology? Is it one of those things you know you need to run your business, but you fight tooth and nail because it doesn't come naturally? Because it takes a lot of time to learn to use and maximize? In other words, a lot of trial and error.
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Summary: If you've ever searched your name on the internet and didn't like the results, you're not alone. But advisors should understand what they can do about it, said Sabrina Clark, director of marketing and corporate communications at BrandYourself, at the T3 conference.
Added on February 2015 in Form an RIA
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Summary: As FINRA moves ahead with a controversial new data-reporting rule, the industry regulator is pledging to proceed cautiously and in close consultation with the industry it oversees, a senior official said.
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Summary: Advisors must cringe now and then when contemplating an iPad-wielding young executive logging on to an online investment site, opening a new account and e-signing documents while the advisor is working hard the old-fashioned way, his business seemingly falling by the wayside.
Added on February 2015 in Join an RIA
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Summary: A season of self-reflection has descended on financial advisors, as retention packages for top producers are expiring and the industry landscape continues to evolve. In this environment, advisors are asking themselves questions like: What are my goals, and how have they changed?
