Home > 
Knowledge and Insight

All Articles


RIAs Make 'Great Targets' For Hackers, Cybersecurity Consultant Says

Added on May 2019 in Manage Your Practice
0 visitor like this article | Viewed 2756 times | 0 comment

Summary: After more than 30 years of managing technology in high-level positions in a variety of industries, Wes Stillman founded Lenexa, Kan.-based RightSize Solutions in 2002. It was the first provider of outsourced technology management and cloud-based cybersecurity solutions for registered financial advisors. In 2018 it launched the RightSize Shield, which it calls “the most comprehensive, flexible and completely compliant cybersecurity solution for RIAs.”

Women are not a niche: Why financial advisors must look beyond gender

Added on May 2019 in Manage Your Practice
0 visitor like this article | Viewed 2922 times | 0 comment

Summary: Finding a niche can help planners build their businesses — but advisors looking to serve female clients better may need to be careful how they use that term.

The Disconnect Between Who You Are and What You Do — Getting the Message Right

Added on April 2019 in Manage Your Practice
0 visitor like this article | Viewed 2789 times | 0 comment

Summary: If you’re like me, you see dozens of articles every week that prescribe ways for advisors to more effectively get their message across to prospects. Well, here’s another one.

New Fintech Company Wants To Automate Angel Investing

Added on April 2019 in Manage Your Practice
0 visitor like this article | Viewed 3125 times | 0 comment

Summary: Advisors looking for ways to connect their investor clients with startup funding, including angel investing have a new option. Investors and advisors interested in creating a special-purpose vehicle now have an automated SPV formation and management product available to them, according to the Miami Herald. Founded by Herwig Konings and Mario Pazos, Digital SPV won a South Florida fintech competition and has received $1 million in commitments, with plans to add more than 500 users by the end of the year.

Harnessing the Power of Customer Relationship Management Tools

Added on April 2019 in Manage Your Practice
0 visitor like this article | Viewed 2740 times | 0 comment

Summary: The financial advisory industry is evolving, with client demands shifting and substantial demographic changes underway. Today’s investors expect financial advisors to incorporate digital technologies into their client experience and business practices: according to a study by Ernst & Young, 53% of investors report digital channels and self-service capabilities are the primary factors influencing their advising experience. In conjunction with this trend, client demographics are shifting significantly, with 10,000 baby boomers reaching retirement age each day—spurring increasing demand for advisors.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?