From TD Ameritrade Institutional
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Summary: When it comes to nourishing the future of the RIA industry, TD Ameritrade Institutional’s own Kate Healy is a woman on a mission. Determined to reach back and lift others up, she’s a constant presence at industry conferences and events — leading the charge to educate and encourage current and future advisors. She has so much knowledge and inspiration to share, we’re pleased to introduce her new blog series “AdvoKate.”
From InvestmentNews
Added on January 2017 in Other Ideas
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Summary: Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients.
From InvestmentNews
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Summary: The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance.
From InvestmentNews
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Summary: President-elect Donald Trump has suggested that delivering messages via courier is the only way to protect data from hackers. But cybersecurity experts have a more practical solution for financial advisers: Craft plans for preventing, detecting and reacting to cyberattacks — then protect the business with insurance.
From WealthManagement.com
Added on January 2017 in Other Ideas
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Summary: The researchers at Aite Group shared what they think will be the biggest trends in wealth management over 2017—and how firms can prepare for them.
