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Cyberattack should prompt advisers to ask their IT professionals hard questions

Added on May 2017 in Manage Your Practice
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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.

How to Get in the News as a Financial Advisor

Added on May 2017 in Manage Your Practice
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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.

Financial Services Is Industry Most at Risk for a Mega-Cyberattack: AIG Survey

Added on May 2017 in Manage Your Practice
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Summary: In the nightmare scenario of a corporate cyberattack, the victim is not just one bank or power supply company but many attacked at the same time, and it could happen as early as this year, according to a new study from AIG.

Be a LinkedIn pro with these 9 tips

Added on May 2017 in Manage Your Practice
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Summary: Social media is important, but it shouldn't take up all your time. Today, let's focus on nine tips to make your LinkedIn presence the best it can be.

The 10 most significant FINRA and SEC exam priorities

Added on May 2017 in Manage Your Practice
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Summary: [SLIDESHOW] Advisers need not wait for a warning call from OCIE to prepare their firms for an examination — regulators have already offered a hint about their enforcement priorities.

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