From InvestmentNews
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Summary: The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions.
From WealthManagement.com
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Summary: [Slideshow] In the wake of the ransonware WannaCry attack, now is the time for wealth managers and fintech platforms alike to review their cybersecurity practices to avoid being the next target.
From InvestmentNews
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Summary: Clients who rely on Amazon's Alexa to order dog food on command and Venmo to instantly transfer cash to friends are not going to be satisfied with a financial adviser who promises to answer account questions in a day or two.
From Barron's Advisor Center
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Summary: When talking with advisors about adding or replacing software, I’m surprised at the criteria they provide during the initial discussions.
From WealthManagement.com
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Summary: [Slideshow] The digital tools available to help advisors have never been better, but there are so many of them. It seems like you hear about a new CRM or automated investing platform every week, each with its own set of bells and whistles.
