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Summary: One of the great things about modern smartphones is that advisers can use their own devices both at work and in their personal lives. Last week, InvestmentNews ran through some of the most popular apps advisers use to get work done, but what about the apps they use for fun? Here are eight that advisers’ fingers are tapping when they’re not working for their clients.
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Summary: Protecting against cyberattacks requires both high-tech and low-tech efforts by financial firms, according to presentations at the 2018 FINRA Cybersecurity conference in New York on Thursday.
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Summary: Recent reports have made it clear: firms are feeling stretched thin when it comes to new client acquisition. Aite Group recently found that it’s either “important” or “very important” to 97 percent of wealth managers when it comes to their firm’s long-term success.
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Summary:In 2015, InvestmentNews listed smartphone apps advisers use in their business. Some of them remain popular today, like Evernote, Expensify and Slack, but three years is an eternity online. We decided to reach out to advisers and find out which apps they are using in 2018 to run their business more efficiently.
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Summary: As an advisor, you make sure to know when your clients plan to retire. But they don’t ask when you are going to retire. Instead, like our patriarch, they assume. The fact is, our advisor client has no intention of retiring anytime soon.
