1 visitor like this article | Viewed 3854 times | 0 comment
Summary: A study of higher education faculty by Fidelity Investments found that while professors say they understand many fundamental financial concepts, they feel they need help in other areas, including understanding health care costs (34%) and choosing specific investments (32%).
1 visitor like this article | Viewed 4124 times | 0 comment
Summary: In the long running battle over whether someone who gives professional advice is an "adviser" or an "advisor," the "o" side is clearly winning. An InvestmentNews survey of more than 550 readers found that nearly 83% refer to themselves as an "advisor," versus 17% who call themselves an "adviser
0 visitor like this article | Viewed 3766 times | 0 comment
Summary: We’re hearing from advisors that integration is oversold and undelivered so often, they now think it’s simply lip service. They’ve been promised over and over again that a software solution will integrate with their custodian. But if the custodian hasn’t fully committed to developing seamless functionality or bi-directional data, the solution doesn’t work. If the advisor has to make the connections, the effort is doomed to fail.
0 visitor like this article | Viewed 3815 times | 0 comment
Summary: Developing the next generation of talent and worries over cybersecurity are the top priorities for RIAs, according to a just-released Investment Adviser Association and Cerulli Associates poll.
0 visitor like this article | Viewed 3827 times | 0 comment
Summary: The early months of a new year is a great time to review strategy and set goals for an advisory practice. These self-examinations can be integrated into regular workdays in the office, of course. But many advisors prefer to host them in off-site locations, which allow team members to step back physically and mentally from their day-to-day tasks.
