From ThinkAdvisor
0 visitor like this article | Viewed 2779 times | 0 comment
Summary: As advisory businesses grow, their needs change. Unfortunately, some owner-advisors may not fully grasp what this means to the business side. Perhaps the best — and most important — example of these changes is the role of the “rainmaker.”
From ThinkAdvisor
0 visitor like this article | Viewed 2774 times | 0 comment
Summary: The main business priorities of RIA firms this year are acquiring new clients, leveraging technology, including customer relationship management (CRM) systems to improve productivity, and enhancing strategic planning and execution, according to a new study by Charles Schwab.
From IRIS
0 visitor like this article | Viewed 3021 times | 0 comment
Summary: [Podcast] Between serving clients, growing your business and your private life, it’s easy to have more tasks in your head than you feel you could ever handle.
From WealthManagement.com
0 visitor like this article | Viewed 2921 times | 0 comment
Summary: For the sixth-straight year cybersecurity remained the top compliance focus among advisory firms, according to a new survey from the Investment Adviser Association and ACA Compliance Group. Among respondents, 83% considered cybersecurity the “hottest” topic in compliance, far outpacing advertising (at 28%) and privacy (at 23%).
From
0 visitor like this article | Viewed 2666 times | 0 comment
