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Summary: Trade associations in the investment advice sector are voicing concerns about the reporting mandates of a proposed SEC cybersecurity rule for registered investment advisers and companies.
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Summary: The most important men in town would come to fawn on me. They would ask me to advise them. A few lines later the song continues with: And it won’t make one bit of difference if I answer right or wrong. When you’re rich they think you really know. The lyrics imply the local wealthy folks are influencers. Who else could send business in your direction?
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Summary: Few advisors would argue with the old adage that to have a more successful business, you need to design an excellent "client experience." But what does that actually mean?
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Summary: RBC Wealth Management's Richard Beckel talks about coaching financial advisory teams.
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Summary: AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called WealthBuilder Prospecting, is designed to provide “a gateway for interested leads to start a low-friction discovery process” with one of the more than 8,500 advisors on AssetMark’s platform.
