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Summary: Your success as an independent adviser depends on a unique blend of financial expertise, relationship management and business acumen. Good technology can enhance each of those skills, but as we all know, the best offerings can be expensive.
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Summary: Too many firms today have their value propositions wrapped up in vague assertions of “culture” without defining that term or explaining how they will put it into practice to benefit advisors and their staffs.
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Summary: [Gallery] Cybersecurity is a never-ending game of cat and mouse. As attackers grow more sophisticated, so do the tools and resources that keep companies like financial institutions safe. As 2019 shapes up to be a landmark year for cybersecurity, chief information security officers, or CISOs, are working tirelessly to improve defense strategies.
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Summary: Most people think desperation is a bad thing. I say the opposite; it’s the origin of massive success. Even if you feel like you’ve “made it,” there’s always somebody smarter who can put you out of business.
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Summary: It's time for financial advisers to get over their fear of raising their fees, and a good place to start would be introducing a minimum annual fee for clients.
