0 visitor like this article | Viewed 4961 times | 0 comment
Summary: Cybersecurity was a major theme at this year’s T3 Advisor conference—and for good reason. Financial services are naturally attractive to criminals. In 2017, the sector experienced the highest volume of security incidents and the third highest volume of cyberattacks across all industries, according to an IBM security report.
0 visitor like this article | Viewed 3856 times | 0 comment
Summary: The top 10 wealth management trends that Aite Group sees for 2019 aren’t shocking, and in fact the firm itself sees them as “revisiting the value chain.” In a presentation, several firm experts discussed the trends. Here are those trends and a brief description.
Added on February 2019 in Join an RIA
0 visitor like this article | Viewed 5317 times | 0 comment
Summary: Seeking either to build on or create momentum with potential recruits, three large brokerage networks — Wells Fargo Advisors, LPL Financial and Cetera Financial Group — are beginning 2019 with substantial offers to lure brokers and financial advisers to change employers and move their businesses to a new address.
0 visitor like this article | Viewed 4002 times | 0 comment
Summary: Financial advisor conferences have booked anyone from Vanilla Ice to John Mellencamp to perform at their annual events.
0 visitor like this article | Viewed 3715 times | 0 comment
Summary: Sole owner of 32 yr old small hybrid independent RIA/BD. Looking at succession but not full retirement. Seeking experienced break away individual to join me and learn the fee business while they manage their existing, portable book w/o any quotas and bureaucracy. The eventual goal is to become my successor. Spotless compliance record required. A unique opportunity.
