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Summary: This year has seen some of the most high profile hacking attacks in the Internet age. You would think that the near daily distribution of politicians’ emails would be enough to spur firms to increase their efforts to shore up their electronic defenses.
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Summary: TD Ameritrade and Toronto-Dominion Bank are shelling out $4 billion for online discount brokerage Scottrade Financial Services, which includes its banking operations, Bloomberg reports.
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Summary: Fidelity revealed details of wide-ranging digital plans, from technology and platform upgrades to how the firm will provide advisers with a robo.
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Summary: Building a reliable network of centers of influence (COIs) is one of the surest ways to engage with new prospects and grow your practice. Here’s a step-by-stop process to expand your list of COIs – including some who you probably didn’t think were potential referral sources.
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Summary: Once you’ve published a white paper, will people read it? Not necessarily. All too often, I see firms place all their efforts into research, writing and designing without giving any thought to how they’re going to promote it.
