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Summary: The North American Securities Administrators Association is mulling a model cybersecurity rule for investment advisors and is currently developing cyber guidance and a “checklist” for small advisory firms to use to assess their cyber preparedness.
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Summary: There’s no denying that blogging is no longer a luxury but a necessity. Having a blog allows you to share specific knowledge with your stakeholders that you may not dive into on your website. Not only is a blog a great source of knowledge, it also plays a large role in lead generation. Furthermore, sharing your blog content on your social media channels can drive even more traffic to your site.
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Summary: When technology’s benefits are discussed with advisors, they are most often framed as a way to maximize your staff’s efficiency, lower costs and improve the client experience. In fact, I wrote about how you can improve the client experience and create “wow” moments for your clients using your technology in the first article in this series.
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Summary: I work for a large organization that has very poor leadership. We lack direction, communication and motivation from the very top down to the level of my manager. Some days I feel like I am wasting my time but my clients are so grateful for my help that I don’t want to consider abandoning them.
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Summary: The SEC may be refining its approach to spurring good cybersecurity practices in advisers, but its expectations aren't slackening.
