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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.
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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%).
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Summary: Welcome to the July 2019 issue of the Latest News in Financial Advisor #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: With slightly more than one in 10 financial advisors under the age of 40, firms need to find more ways to develop and attract younger talent. And according to a new study from J.D. Power, these younger advisors want more integration of technology at their respective firms, including more acceptance of mobile tools and social media.
