From WM Today
Added on October 2016 in Other Ideas
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Summary: This year has seen some of the most high profile hacking attacks in the Internet age. You would think that the near daily distribution of politicians’ emails would be enough to spur firms to increase their efforts to shore up their electronic defenses.
From The Trusted Advisor
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Summary: Advisors who use technology platforms such as client portals and client relationship management systems manage almost 40% more in assets than their tech-averse competitors, according to a Fidelity Clearing and Custody adviser survey cited by InvestmentNews. They also have 55% more clients, according to the survey.
From Nerd's Eye View
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Summary: The reality is that for a successful advisory firm, you really just need one good takeaway from a conference to take home and have a material impact on the business that makes the trip more than worthwhile.
From InvestmentNews
Added on October 2016 in Form an RIA
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Summary: Risk management tools and tweaks are being introduced nearly daily now to help advisers comply with the Department of Labor's best-interest rule for retirement advice, which goes into effect in less than six months.
From RIABiz
Added on October 2016 in M&A Issues
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Summary: The RIA business will likely face two Department of Labor rule-related expenses that will have them applying crowbars to their tightly folded wallets, according to speakers at the ECHELON Partners Deals & Deal Makers Summit, hosted this week in New York by its founder, Dan Seivert.
