1 visitor like this article | Viewed 4128 times | 0 comment
Summary: Digital advisor platforms, commonly referred to as B2B robo advisors, are here to stay.The question is no longer will these platforms survive but rather which one a financial advisor should choose.
0 visitor like this article | Viewed 4179 times | 0 comment
Summary: As we enter the final days of 2015, many advisors will be taking time to review the year. Some will reflect on the turbulent markets, others will look at missed opportunities for growth, but most will write off 2015 as a moderately successful year. But instead of looking back, it is even more important to consider your game plan for next year.
1 visitor like this article | Viewed 4267 times | 0 comment
Summary: As another unusually active year comes to a rapid end, let's look forward to 2016 and imagine what the industry should anticipate in the year ahead.
0 visitor like this article | Viewed 4760 times | 0 comment
Summary: This week, I was in the audience for the taping of an episode of the CBS comedy, “The Big Bang Theory”. Although we were only together about three hours, I was very surprised to see the audience area only seats about 200 people. When I’ve watched the show, I thought there was a much larger group of people behind all that laughter. In fact, we experienced first-hand six key lessons in team leadership drives a lot of that laughter, in addition to great writing and acting.
1 visitor like this article | Viewed 4028 times | 0 comment
Summary: As technology progresses at a rapid pace, financial services firms are faced with a host of cyberthreats, including email hacking, outdated digital signature models and third-party vendor breaches.
