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Summary: During the Pershing RIA Symposium last week, several RIA firm leaders discussed their treks from starting firms to growing and running them.
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Summary: Investors are a diverse group — much more so than standard tropes might suggest — and this diversity has big implications for financial advisers, ranging from how they search for clients to the financial recommendations they make, according to a new report published by Morningstar Inc.
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Summary: [Podcast] This week’s guest is Julie Murphy. Julie is the founder and chief visionary officer of JMC Wealth Management, a dual-registered advisory firm in Chicago with a team of 7 that serves more than 200 active clients with $200 million of AUM, on top of generating nearly $300,000 a year in recurring financial planning fees.
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Summary: Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to invest their time, money and talent in charitable causes.
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Summary: The massive Equifax breach announced to the public in September 2017 only serves to fuel the daily angst I feel as the chief compliance officer/chief investment officer for our $200-plus million RIA. If Equifax, with its tremendous resources, can be compromised, what fate awaits us in an environment of unrelenting cyber warfare?
