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Summary: Not long ago, CEOs — especially those at the helms of financial organizations — were perceived as inhabitants of lofty ivory towers, where their importance and superiority kept them isolated and safe from the investing public. And for centuries, the masses accepted it. Then the internet came along and changed everything.
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Summary: RIAs that adopt business support technology platforms to help them deal with administrative overhead have an upper hand in growing their assets under management, according to a recent survey by RIA in a Box.
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Summary: As the number of robo-investing platforms proliferate and individual investors gain comfort with the technology, more financial advisers are incorporating the platforms into their practice or looking to do so.
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Summary: Financial advisers are increasingly comfortable tweeting and posting to Facebook and LinkedIn as securities regulators have made their expectations about social media more clear.
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Summary: Have you ever had a moment at the end of a long day where you thought, "Wow, I got a lot done today?" Most of us have. It’s a good feeling. Maybe you wouldn’t call it “perfect,” but it represents an ideal 24 hour cycle of your most important actions.
