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Outsourcing can increase firms' scale and efficiency

Added on August 2022 in Manage Your Practice
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Summary: Advisers today have many tools to help them increase their efficiency, and technology, in particular, allows for unparalleled opportunities to be productive. When advisers are able to accomplish more without adding additional staff, they see better business metrics and greater profitability.

Understanding the Power of a COO

Added on July 2022 in Manage Your Practice
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Summary: Regular listeners to our COO Roundtable podcast have heard me make the claim many times that the average RIA owner drastically discounts the value of a chief operating officer because, in their minds, the COO is someone who simply reboots the router when the internet goes down in the office—nothing more. 

 

Top 5 fintech solutions firms are adopting this year

Added on June 2022 in Manage Your Practice
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Summary: While financial advice firms traditionally have been slow to adopt new technology, pandemic restrictions provided a new impetus for employing various fintech solutions. The 2022 InvestmentNews Adviser Technology Study provides insight into what independent advisory firms are doing in this year. Click through to see the financial technology solutions that are gaining the most traction, based on the portions of firms that said they planned to add the solution in 2022.

 

Trade associations raise concerns about SEC's cybersecurity proposal

Added on April 2022 in Manage Your Practice
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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.

 

Who Are The Traditional Influencers In The Community?

Added on April 2022 in Manage Your Practice
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SummaryThe 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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