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Summary: The SEC’s Office of Compliance Inspections and Examinations issued a risk alert about recent ransomware attacks and offered some best practices for smaller firms for dealing with ransomware incidents. We recommend reviewing the agency's recent alert, as well as its 2014 guidance,
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Summary: The ‘rule of three’ is a writing principle that suggests that groups of three are very effective. I believe this is especially true when it comes to RIA marketing. From my experience, those RIAs that are most successful share three basic characteristics:
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Summary: “It’s refreshing to hear your research - empirical data that shows the impact of ‘trust’ on the advisor-client relationship. But it seems that we’re at a disadvantage as advisors because everyone, especially the affluent are so distrusting.” Perry explained with a concerned demeanor, and then asked, “What’s your advice on building trust?”
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Summary: Advisory firm owners should be asking their information technology experts two important questions to protect their businesses from the "WannaCry" ransomware attack that hit more than 200,000 computers in 150 countries in recent days and from future cyberstrikes.
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Summary: It was more than 15 years ago when I first started in the financial industry, and it’s certainly come a long way. In 2003, public relations was mostly unheard of within the industry. I remember an advisor telling me he’d consider public relations in his practice because he likes the public so much.
