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Summary: It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional and fun reads, with some insights into what makes these books so special.
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Summary: [Slideshow] In the wake of the ransonware WannaCry attack, now is the time for wealth managers and fintech platforms alike to review their cybersecurity practices to avoid being the next target.
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Summary: For those who run their own registered investment advisers, having a long-term succession plan in place is critical to safeguarding the continued success of both the firm and the clients they serve.
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Summary: Clients who rely on Amazon's Alexa to order dog food on command and Venmo to instantly transfer cash to friends are not going to be satisfied with a financial adviser who promises to answer account questions in a day or two.
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Summary: An advisory firm is the practice owner's baby, and that person may have spent his or her entire career building the business, but that inevitable day is fast approaching when thought must be given to a successor
