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Summary: Financial advisers, like society at large, get an awful lot wrong about millennials — that group of 20- and 30-somethings who are an obsessive focus of generational discussion.
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Summary: Strong growth in the number of registered investment advisory firms brings with it the greater likelihood that they'll be enforcement targets, recent state statistics show.
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Summary: Email spam may be looked at as the poor cousin to bigger hacking episodes, but in a new study by the Securities and Exchange Commission, “spoofed or manipulated electronic communications are an increasingly familiar and pervasive problem,” the report stated. In fact, the FBI 2017 Internet Crime Report stated that “business email compromises” caused more than $5 billion in losses since 2013, with an additional $675 million in adjusted losses in 2017, “the highest estimated out-of-pocket losses from any class of cyber-facilitated crime during this period,” the SEC report stated.
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Summary: A year after it acquired Mast Mobile, Hearsay Systems is introducing technology that gives financial advisors access to much more information on their mobile phones and the ability to turn that data into client calls, text messages and more.
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Summary: Here’s an inside look at four RIAs who have built up expertise in areas as diverse as professional baseball, Microsoft deferred compensation plans, the oil and gas industry and transitioning to a new stage of life.
