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Summary: When you shop online, your web browser tracks your Google searches and which products you click so it can automatically show you ads for related items you may be interested in. Amazon has a similar strategy to provide product recommendations, as does Netflix to suggest what movie or TV show you should watch next.
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Summary: While investment advisory firms are optimistic about their business prospects — with close to 80% planning to expand their staffs in the next year — cybersecurity, a potential market crisis, regulations and fee compression top their list of rising concerns, according to a just-released report by the Investment Adviser Association and Cerulli Associates.
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Summary: Financial services companies are largely united by a common factor despite differences in the nuts and bolts of their work: the intent to improve the lives of their clients and their communities. More and more, financial services firms are also beginning to understand that enhancing the lives of their own employees is an inherent extension of that very mission.
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Summary: Company cultures fascinate me. Two RIA firms can offer the same services and produce the same revenue, but one can be a toxic place to work and the other can nurture employees to perform at their best.
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Summary: In the early days of the independent advisory industry, virtually all advisors had been brokers or insurance agents in their previous careers.
