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Summary: The fiduciary standard is an important part of every advisor’s practice, regardless of what the final draft of the Department of Labor’s proposed regulation states, or when it goes into effect.
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Summary: Over the course of my career, I learned that if I didn't define myself, then I was defined by what others said about me. Life insurance advisers distinguish themselves as advisers by first defining their role and responsibilities on the planning team.
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Summary: For wealth management firms a data breach doesn’t just risk potential monetary loss, according to Cunningham, CIO and chief information security officer of cybersecurity tech provider Docupace Technologies. The reputational damage from a cyberbreach is often too much for an advice practice to recover from, he writes.
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Summary: Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool.
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Summary: Iwish I could give you THE magic referral formula that works across all business and revenue models. There isn’t one. Instead, you get to decide how valuable referrals—client and non-client—are to your current and future business and build your own acid test.
