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Summary: If you spend time looking for business-related reading in a bookstore or a magazine shop, you see lots of works on planning and strategy. Many of them are good. Often they are “how to” ideas and processes that you can apply to your situation.
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Summary: Financial advisory practices are businesses like any others, and those not affiliated with larger institutions need to come up with their own marketing plans. However, many simply don't have one.
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Summary: The Securities and Exchange Commission’s Division of Investment Management has released cybersecurity guidance to help advisors and funds address their cyber risks.
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Summary: There are two categories of people: those who have been hacked and those who are going to be hacked. That’s what an FBI official in the agency’s cybercrime department told a standing-room-only client event on cybersecurity hosted last year by LJPR LLC, a Troy, Mich.-based registered investment advisor with roughly $700 million in assets under management
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Summary: Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?”
