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Summary: One of the unique advantages of independent RIAs that many industry observers often overlook in their prognostications and predictions for the future, is that fundamentally, these are small businesses owned and operated by their founders, or their next generation of management.
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Summary: The level of complexity in our financial lives is increasing. Thousands of investors are chasing after an impossible-to-value Bitcoin bonanza. More people depend solely on social security for their retirement income than ever before. Hundreds of new millionaires are added to our population each year. And a growing number of younger people are thinking about how to make an impact with whatever wealth they accumulate.
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Summary: Business processes will increase a firm’s agility, efficiency, productivity and visibility enabling it to remain competitive.
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Summary: Odds are that by now you know of Meltdown and Spectre. Why? Because once again a cybersecurity issue has reached the mainstream press – an event happening more and more often as we become an increasingly tech-reliant world. For the advisor, cybersecurity is becoming more of a distraction taking you away from giving financial advice and making your clients’ lives better.
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Summary: Finra launched a helpline for small-firm members on Monday to answer "general and routine" compliance questions.
