From Financial Planning
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Summary: If you want insight into how wealthy investors think — and how to keep them as clients — it would be hard to find a more informed source than Charlotte Beyer.
From InvestmentNews
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Summary: Mobile technology is transforming registered investment adviser practices as well as the nature of the adviser/client relationship. But to experience the full range of benefits that mobile applications provide, advisers need to change the way they think of mobility.
From wealthmanagement.com
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Summary: For advisors to capture more affluent business and demonstrate their value beyond performance, they’ll have to transform their business. Here are four steps to making 2015 the year of Financial Advisor Transformation.
From Investment Advisor
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Summary: A 32-year age gap exists between the founder and outgoing CEO of an RIA firm and his successor. The story of this firm's succession plan began when the firm (with $1.4 billion in AUM) received an acquisition offer by a larger firm in another city. The offer was rejected, but it served as a catalyst for an honest discussion of “where do we go from here?”
From On Wall Street
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Summary: What can advisors say with 140 characters? The short answer is a lot more than you think.Here are some tips for advisors to get started using Twitter for business.
