From Think Advisor
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Summary: We’ve taken a journey through the five levels of technology utilization in this series of blogs, Spenser Segal on Software Optimization, examining ways to save time while also improving accuracy and consistency. The efficiency and auditability gains will help to ensure you and your team can get more done in less time and not lose track of important client needs that must be taken care of.
From CNBC
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Summary: These days, it seems as if every business wants to target the millennial generation. That makes sense—at more than 8 million strong, this largest demographic group in the U.S. population is hard to ignore.
From wealthmanagement.com
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Summary: On October 29-30, Fidelity held it’s final Inside Track conference for the 2014 season at the Grand Central Hyatt in New York City. In one of the many education sessions offered to attending RIA firm executives, Mathias Hitchcock and Tricia Haskins, practice management experts from Fidelity Institutional Wealth Services, presented Harnessing Technology Effectively: Insights from the 2013 Fidelity RIA Benchmarking Study.
From Advisor Perspectives
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Summary: Partnership conflict is inevitable. It is important to be proactive when you feel tension. Here are some ways to make your partnership stronger, more resilient and better able to conquer the challenges of building a successful practice.
From Wall Street Journal Online
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Summary: To financial advisers Stephanie Guerin and Kelly Hokanson, less means more. When the duo launched their firm, The Planned Approach, some 12 years ago in Prairie Village, Kan., they were in intense growth mode from day one. “We took anyone who breathed as clients,” Ms. Guerin says.
