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Summary: My boss overcommits. She is very smart and extremely high-energy. We are in a sales-support function for a fairly large firm. The sales team tells us they need something and next thing we know, she is saying we’ll do it.
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Summary: Reevaluating your firm’s technology solutions, including a review of what integrations are available, is a valuable annual exercise, according to Fidelity Institutional’s Tricia Haskins, VP of digital strategy and platform consulting. That’s because each firm has different technology needs and there are a plethora of platforms designed to meet those needs. In fact, not even the custodian giants like Fidelity have all the answers, leaving room for smaller startups and new entrants into the advisor technology marketplace.
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Summary: It’s no secret that RIAs, much like the broader financial services industry, have an exit planning crisis. One reason is that running a successful RIA is often very lucrative and the financial rewards can make it difficult for many owners to walk away.
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Summary: Among the challenges facing the financial services industry, one stands out to me: a historic inability to attract and retain diverse talent.
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Summary: Whether it’s hurricanes like Dorian that routinely pummel the Southeast and parts of the Atlantic coast or the wildfires that wreaked havoc up and down the West Coast last year, summer has a way of reminding everyone in our industry about the importance of having a disaster recovery plan.
