0 visitor like this article | Viewed 2459 times | 0 comment
Summary: The rise of so-called "robo advisors" remains a key concern for financial advisors, and understandably so. But in a positive development, many traditional advisors no longer fear that robo advisors will put them out of business. Instead, they are eager to incorporate the technology solutions underpinning robo advisory offerings—which provide a convenient, customizable experience where investors are in control—into their own practices.
0 visitor like this article | Viewed 2494 times | 0 comment
Summary: Now that we’ve uncovered if your story is newsworthy we now want to discuss the different ways in which you can disseminate your news. Depending on your release topic and your PR goals you may be asking yourself, “why should I pay $150 a release to have my content distributed to outlets that will never even pick it up?”
0 visitor like this article | Viewed 2516 times | 0 comment
Summary: Managing the Two-Minute Workplace Culture: Why Advisory Firms Should Move from a Culture of “Let’s Get It Done Now” to “Let’s Get It Done Correctly”
0 visitor like this article | Viewed 2490 times | 0 comment
Summary: Advisory firms with a lifestyle orientation can offer significant advantages over enterprise practices, according to a new study by SEI. Advantages for lifestyle firms include stronger cash flows, higher quality of standards and a more loyal clientele.
0 visitor like this article | Viewed 3244 times | 0 comment
Summary: Sharing social media content is the easy part. When you think about it, anyone can type 140 characters and hit the tweet button, or post a status update on LinkedIn and Facebook. But what happens next? How do you find out if what you shared resonated with anyone beyond you and your dog? (No offense, cat people, but cats are usually pretty indifferent to everything.)
