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Summary: RIA owners can follow these four steps to get the most out of technology while protecting themselves from cyberthieves. When advisers make smart decisions about technology usage, they are engaging in a pre-emptive strike against potential fallout from future cyberattacks.
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Summary: [PODCAST] The Wall Street Journal's Michael Wursthorn discusses why financial advisers tend to switch firms, and offers tips on what clients can do should their adviser change jobs.
Added on June 2017 in M&A Issues
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Summary: In our most recent Wealth Management M&A Transaction report, we identified three core ingredients that large RIA acquirers are looking for: adding next-generation talent to their employee base, expanding into new geographies and building density in specific markets to increase scale and efficiencies.
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Summary: As I sit through today's conference agenda at the T3 Advisor Conference in Orange County, CA., I grow impressed with the array of fintech financial advisors have at their disposal. Here is our look at the top five technologies wealth managers, and other industry professionals will be embracing in 2017 and beyond.
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Summary: To be or not to be on social media: That isn’t the question. Today, it’s a must for financial advisors to have a digital presence, and that doesn’t mean just putting up a website and hoping prospects will find it.
