From Think Advisor
1 visitor like this article | Viewed 3550 times | 0 comment
Summary: The Securities and Exchange Commission’s Division of Investment Management has released cybersecurity guidance to help advisors and funds address their cyber risks.
From Financial Advisor Magazine
1 visitor like this article | Viewed 3314 times | 0 comment
Summary: There are two categories of people: those who have been hacked and those who are going to be hacked. That’s what an FBI official in the agency’s cybercrime department told a standing-room-only client event on cybersecurity hosted last year by LJPR LLC, a Troy, Mich.-based registered investment advisor with roughly $700 million in assets under management
From IRIS
1 visitor like this article | Viewed 3521 times | 0 comment
Summary: Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?”
From IRIS
1 visitor like this article | Viewed 3547 times | 0 comment
Summary: “Identify your niche and dominate it. And when I say dominate, I just mean work harder than anyone else could possibly work at it”, Nate Parker. This quote sums up the essence of having a niche focus for financial advisors. If you know your market, and you stick to your focused market and you talk to them, learn about them and serve their needs, you will be the first one associated with serving the market.
From Think Advisor
0 visitor like this article | Viewed 3554 times | 0 comment
Summary: Over the past few weeks I’ve been discussing some new technology I’ve added and how it all integrates (see my April 13 post, Why You Must Invest in Good Technology). In this post, I’ll expand on this and reveal a few surprises I’ve had along the way.
