From Financial Planning
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Summary:Prior to this change, client data was updated by taking statements and keying them into the portfolio accounting system. At the end of each quarter, statements were stacked thick and the data entry sprint began so that client reporting and billing could be completed.
From WealthManagement.com
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Summary: A look at what modern-day pirates view as valuable resources to mine from your website. A cyberattack can target any firm, no matter the size.
From SEI
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Summary: As I think about Fred’s story, there are lessons for any advisory business — things you can do today to help build your business, grow your referrals, and even close some prospects. Ask yourself:
From IRIS
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Summary: Social media is a key element to your success. Here are 7 key social media tips.
From InvestmentNews
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Summary: With the number of personal financial advisers expected to grow by 15% by 2026, effective marketing and communication strategies can make the difference when winning new clients. As the owner of an independent business, your time and resources are in short supply. With that in mind, here are some strategies to help you develop and update your marketing efforts.Calling in the experts
