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Summary: As the marketing landscape continues to evolve at a breath-taking pace, it's never been more important to keep up with the trends, technology, behaviours and preferences driving buying behaviours. No surprise then that every marketer on the planet seems to using the start of another new year as an opportunity to look ahead to what may - or then again may not - lie in store for us in 2017.
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Summary: New cybersecurity rules for some financial services providers are set to take effect March 1 for firms doing business in New York, and the new requirements may be showing up around the nation before too long.
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Summary: Consolidation in the registered investment adviser space has become fast and furious, with no slowdown in sight, according to the latest research from Echelon Partners.
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Summary: Most advisors have heard the same marketing mantras: Look for opportunities to talk about business, deliver that value proposition that positions you as the most interesting person in the room, ask for the order, always ask for referrals, don’t mix business with pleasure, and the list goes on.
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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.
