From WealthManagement.com
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Summary: Financial professionals, like their clients, are increasingly mobile and less tethered to a desktop workstation. The best tools are, likewise, mobile and as close as your smartphone or tablet. Here are 10 mobile apps, all of them recommended by working advisors, that will keep you plugged into the cloud as you serve your clients securely from wherever in the world you happen to be.
From Financial Planning
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Summary: But how best should independent advisors measure their own performance? AUM? Firm revenue or profit? Firm revenue or profit growth? Or something less tangible, like, “Am I making enough money and what is my level of happiness?”
From ThinkAdvisor
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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.
From InvestmentNews
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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.
From Nerd's Eye View
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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.
