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Summary: I just read a story on social media about some guy who time-traveled here from 2030 to tell us what's going to happen this year.
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Summary: While we near the end of a devastating year of personnel information exposures, through major data breaches and scams, the threats from a number of directions continues.
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Summary: Welcome back to the 104th episode of Financial Advisor Success Podcast. This week’s guest is Saundra Davis. Saundra is the founder of Sage Financial Solutions, which provides training and develops certification programs to teach people the skills of financial coaching.
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Summary: It's time for a better valuation method for wealth management. Most criteria today rely on objective data points — assets under management, number of accounts, product mix or fee-based revenue. They're important measures for sure, but limited in their ability to accurately predict the potential challenges and opportunities facing the practice.
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Summary: Though brokers say cybersecurity is one of their top priorities, the Financial Industry Regulatory Authority Inc. says it still sees a lot of problematic practices at firms.
