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Summary: Welcome to the December 2019 issue of the Latest News in Financial Adviser #Fintech — where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
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Summary: When we look at back at the biggest changes in our industry’s regulatory and legislative landscape in 2019, the headline items will no doubt be the SEC’s Regulation Best Interest and passage of the SECURE Act.
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Summary: Introversion is more common than most people think, researchers have found. Introverts are everywhere, even in people-focused careers like financial planning.
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Summary: It is the official season for gift giving. While some advisors have already sent out their gifts to beat the holiday shipping jam, others are still wondering what to choose. Advisor Ryan Hughes at Bull Oak Capital in San Diego is part of that gaggle searching for ways to show client appreciation in a timely and cost-effective manner.
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Summary: Allow me to ask you a question; if I shared with you the No. 1 social activity corresponding with new $1 million or greater clients coming into your business, would you be interested in hearing more details? My guess is that most of you would. After learning about this social activity, would you do it?
