From IRIS
0 visitor like this article | Viewed 70 times | 0 comment
Summary: With technology changing every day and information increasingly exchanged in and out of physical and virtual environments, cybersecurity has to be a priority for Plan Sponsors and Plan Service Providers. Recordkeepers and Third Party Administrators are natural targets for a cyber-attack.
From FA Magazine
Added on November 2016 in Other Ideas
0 visitor like this article | Viewed 90 times | 0 comment
Summary: The financial services industry is vital to financial planning in many ways. It provides financial products that meet the needs of the public, including our clients.
From InvestmentNews
0 visitor like this article | Viewed 82 times | 0 comment
Summary: Imagine this. A (prospective) client has a significant investment in a particular asset. You receive notice that the costs being charged inside this product are being increased. In addition, this notice includes forward guidance downgrading future interest earnings expectations by 50 basis points and cautioning that interest earnings expectations could be further reduced by as much as another 100 basis points.
From WealthManagement.com
Added on November 2016 in Other Ideas
0 visitor like this article | Viewed 85 times | 0 comment
Summary: When someone asks us a question about niche marketing, one of our first thoughts is LinkedIn. Whether they’re targeting a certain company, an industry, a profession or demographic, LinkedIn is a great place to start. It helps you find niche prospects, determine your connections to them, and helps you market to them.
From ThinkAdvisor
0 visitor like this article | Viewed 97 times | 0 comment
Summary: It’s been a long time since David Edwards, president of Heron Financial Group, has had to code anything. But in the years since he stopped working in IT (he began his career in systems at Morgan Stanley in the 1980s), Edwards has never forgotten certain key principles, notably the importance of having in place a system that lends itself toward creating efficiency.
