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Summary: Since we last rated the best podcasts for financial advisors just one year ago, over 5,000 new podcasts have been launched. Today, more than 40 million Americans listen to an average of six podcasts per month. And why not? Pointing to a specific podcast is also a great way to educate clients.
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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.
