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Summary: It's time for a better valuation method for wealth management. Most criteria today rely on objective data points — assets under management, number of accounts, product mix or fee-based revenue. They're important measures for sure, but limited in their ability to accurately predict the potential challenges and opportunities facing the practice.
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Summary: Though brokers say cybersecurity is one of their top priorities, the Financial Industry Regulatory Authority Inc. says it still sees a lot of problematic practices at firms.
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Summary: Our decades of research created a foundation that enabled content marketing to come to life for the Oechsli Institute, long before it was labeled as such. We had useful information about the affluent and financial advisors, and we gave it away in articles, white papers and speeches.
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Summary: Innovative technology can help transform advisors' workflow — but adoption takes time.
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Summary: The Securities and Exchange Commission’s exam division is warning registered investment advisors to review their electronic communication procedures, as recent exams showed advisors failed to ensure compliance with SEC rules.
