From Financial Plannning
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Summary: [SLIDESHOW] Advisers need not wait for a warning call from OCIE to prepare their firms for an examination — regulators have already offered a hint about their enforcement priorities.
From Financial Plannning
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Summary: Rianka Dorsainvil launched her RIA, Your Greatest Contribution, two years ago with a retainer fee rather than prices based on clients’ assets under management. The $3,400 annual fee allows her more flexibility in choosing clients, she said, and it sends a direct upfront message.
From INC
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Summary: In the enterprise landscape, digital literacy is not just about tool competence, but about how well users apply their knowledge to make decisions, cultivate relationships, build a reputation, and mobilize colleagues, teams, communities, and networks. For decades, organizations have deployed productivity, communication, search, and collaboration platforms to improve staff and business efficiency.
From Financial Planning
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Summary: To be sure, client assets and revenue are the lifeblood of the financial advisory business, and advisers who can boost those metrics for their firms continue to be rewarded considerably beyond their base salary.
From IRIS
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Summary: Remember fifth-grade math class? All of the numerals felt infinite, and all of the equations felt like they were written by Archimedes. In a foreign language you did not speak. Probably cuneiform. Eventually, you would just give up and decide to throw erasers at your friends instead. This is the exact feeling you don’t want your audience to experience when they look at your marketing metrics.
