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Summary: For 21 years, we have been meeting with clients in person, for dinner, for golf, to review their financial statements and more. It's the way we've always done business. But given how fast technology is changing the business, even society, will future financial planners even meet face-to-face with clients?
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Summary: Many industries benefit society beyond the dollars and cents they generate. Sometimes, the positive societal impact is more immediate and obvious, such as a teacher’s contribution to the growth of young minds, or a doctor’s ability to improve patients’ overall wellness. However, in the financial services industry, the direct benefit may be less widely known.
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Summary: [Whitepaper] Goals provide an important framework in which to work, and without clear, achievable objectives it’s hard to focus your efforts on actions that will help your business. These five steps can help you set the goals that will help you succeed.
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Summary: WASHINGTON — Even as SEC examiners visit a larger swath of registered investment advisors, they are bringing fewer enforcement actions against them, commission officials say.
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Summary:Prior to this change, client data was updated by taking statements and keying them into the portfolio accounting system. At the end of each quarter, statements were stacked thick and the data entry sprint began so that client reporting and billing could be completed.
