From CNBC
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Summary: When it comes to the much-ballyhooed business of disruption, if you can't beat them, join them — and do a little disrupting of your own. That was the message to financial advisors unsettled by the rise of robo-advisors and other industry disruptors from speaker and writer Julie Littlechild, speaking at Charles Schwab's IMPACT 2017 confab in Chicago.
From WealthManagement.com
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Summary: As an advisor, your website is one of the most important tools in your arsenal when it comes to growing your business. Word-of-mouth and personal referrals are certainly a great start for bringing in new clients, but no matter what, anyone interested in your business will likely visit your website as part of the vetting process
From InvestmentNews
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Summary: Almost half of Americans say the most difficult topic to discuss with others is personal finance; they would rather discuss death, politics or religion. This social taboo against talking openly and honestly with loved ones contributes to 50% of first marriages ending in divorce, 70% of families failing to successfully pass down wealth to future generations and 69% of parents feeling more comfortable talking with their teens about sex than investing.
From InvestmentNews
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Summary: Several InvestmentNews readers have asked me to weigh in on whether the recent Equifax data breach, which affected an estimated 143 million Americans, could compromise online Social Security accounts.
From Think Advisor
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Summary: Securities and Exchange Commission Chairman Jay Clayton told Senate lawmakers Tuesday that harmonizing a fiduciary rule with the Labor Department is a top priority for him and laid out four steps the agency plans to take on such a harmonized rule.
