From FA Magazine
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Summary: Technology continues to be a pressing issue for advisors and the RIA custodians who serve them. Advisors face a host of challenges today. They face cybersecurity problems, complying with the DOL’s fiduciary rule and competition from robo-advisors. At the same time, they must improve their clients’ experience, improve their own efficiency, integrate technology into their business and scale for growth. Every single one of these issues is either directly or indirectly linked to technology.
From Financial Planning
Added on December 2016 in Other Ideas
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Summary: Wealth management is undergoing a dramatic transformation, driven by megatrends that are permanently altering the trajectory of a growing industry.
From Financial Plannning
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Summary: Occasionally, I receive questions from clients asking where I store client information, and I’m always happy to answer them. Advisers store large amounts of sensitive personal and financial information, and clients deserve to know it’s kept safe.
From Financial Planning
Added on December 2016 in M&A Issues
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Summary: Thinking of buying or selling an RIA firm in 2017? Here are 10 — OK, 11 — tips that should help.
From Financial Plannning
Added on December 2016 in M&A Issues
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Summary: Merger and acquisition deals flowed mightily this year, and few expect the torrent to slow in 2017.
