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Summary: Think about the technology your firm currently uses. Does it satisfy your client reporting needs? Is client reporting an easy task, or is it frustrating, taking up more time and resources than it is worth?
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Summary: As advisory businesses grow, their needs change. Unfortunately, some owner-advisors may not fully grasp what this means to the business side. Perhaps the best — and most important — example of these changes is the role of the “rainmaker.”
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Summary: The main business priorities of RIA firms this year are acquiring new clients, leveraging technology, including customer relationship management (CRM) systems to improve productivity, and enhancing strategic planning and execution, according to a new study by Charles Schwab.
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Summary: [Podcast] Between serving clients, growing your business and your private life, it’s easy to have more tasks in your head than you feel you could ever handle.
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Summary: For the sixth-straight year cybersecurity remained the top compliance focus among advisory firms, according to a new survey from the Investment Adviser Association and ACA Compliance Group. Among respondents, 83% considered cybersecurity the “hottest” topic in compliance, far outpacing advertising (at 28%) and privacy (at 23%).
