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Summary: A player’s batting average may be the most familiar statistic in baseball to all fans and is a basic way to measure their competency at the plate, just as Morningstar’s batting average measures the percentage of months a manager has outperformed their respective benchmark over a period of time.
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Summary: Advisors often find themselves pulled in several directions at once. They must keep their clients happy. They must allocate time for prospecting. They need to interact with their team so that everyone feels valued.
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Summary: The majority of global financial service institutions are facing serious issues related to securing their stored data, which will likely only increase as cybersecurity attacks become more prevalent. A recent survey released by data storage company Continuity found that more than two-thirds of respondents believe an attack on their storage environment will have a “significant” or “catastrophic” impact on their business.
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Summary: Enter the new year’s resolution, an intention to improve our personal or professional lives in some consequential way. You may be wondering what personal goals your colleagues around the world are pursuing. To find out, WealthManagement.com asked advisors to share their resolutions for 2022. We picked 16 that strike us as particularly insightful and inspiring. Perhaps you will find one or two among the resolutions highlighted here to inspire you to make and keep one of your own.
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Summary: Two years ago, 2020 dawned with high expectations for the RIA universe. But no one predicted what actually happened: the pandemic, a market crash and then a rapid boom, followed by a vast reordering of priorities for both clients and advisors as many shifted to work from home.
