From Harvard Buisness Review
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Summary: When it comes to strategy, efficiency and productivity are very different. At a time when so many companies are starved for growth, senior leaders must bring a productivity mindset to their business and remove organizational obstacles to workforce productivity.
From IRIS
Added on March 2017 in Other Ideas
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Summary: We’re hearing from advisors that integration is oversold and undelivered so often, they now think it’s simply lip service. They’ve been promised over and over again that a software solution will integrate with their custodian. But if the custodian hasn’t fully committed to developing seamless functionality or bi-directional data, the solution doesn’t work. If the advisor has to make the connections, the effort is doomed to fail.
From Financial Advisor IQ
Added on March 2017 in Form an RIA
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Summary: Whether you come from an RIA or broker-dealer background, starting your own practice is both exciting and challenging. You’ll find you need to be an expert in all the support services you may have taken for granted when you worked for a larger firm, such as compliance, technology and marketing.
From InvestmentNews
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Summary: Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the cross-sell.
From ThinkAdvisor
Added on March 2017 in Other Ideas
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Summary: Developing the next generation of talent and worries over cybersecurity are the top priorities for RIAs, according to a just-released Investment Adviser Association and Cerulli Associates poll.