From ThinkAdvisor
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Summary: Corporate security breaches are becoming ever more common each year, and firms ranging from the highest echelons of the Fortune 500 roster to small RIAs have proven vulnerable.
From Financial Plannning
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Summary: In the event of a hack, advisers need to know what to do right away— in the first five minutes, the first hour, the first day. We talked to planners and industry experts about the steps planners should take if they discover they've been hacked, as well as best practices for preventing future hacks from occurring.
From IRIS
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Summary: Future Ready financial Advisors have a script binder to cover off the most important conversations and questions their best clients and prospects ask. Questions such as “ What do I get for the fee I pay?” Is it a process and a clear script, or do you wing the answer? Are you telling your ideal clients and prospects, we have a process and here it is with confidence, clarity and consistency.
From ThinkAdvisor
Added on November 2016 in Other Ideas
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Summary: Laser App published the first in a series of white papers on Wednesday detailing the trends and the effect they’ll have on the wealth management industry. The software company partnered with Nexus Strategy on the series.
From Financial Advisor IQ
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Summary: Succession planning is a long-term process, not a one-time event. For the well-being of yourself, your company and your clients, it is imperative to start as soon as possible. Here are a few do's and don’ts that come with succession planning.
