From Financial Planning
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Summary: The fact is, we all want ideal clients who stick with us over time and give us more of their trust and assets and who also introduce us to their affluent peers. A devoted, delighted client base is vital to creating and growing a truly exceptional practice.
From Financial Planning
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Summary: As attacks have become increasingly prevalent at wealth management firms, clients are taking notice, said Raymond James’ Chief Information Security Officer Andy Zolper in an interview at the Raymond James' Wealth Manager Conference earlier this month. The Equifax hack has only heightened their concern.
From IRIS
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Summary: Kristen Johnson, vice president of marketing for Fidelity Clearing and Custody Solutions, presented both a Part I refresher and the latest installment of ‘Own Your Space Part II: Stand Out in a Crowded Market’.
From WealthManagement.com
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Summary: Kimberly Sanders, Schwab's director of business consulting services, on the biggest challenge advisors face when marketing their services to clients.
From Financial Planning
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Summary: Amid proliferating cyberthreats and rapidly evolving fintech, FINRA is reevaluating its approach to digital concerns and seeking additional guidance from federal lawmakers.
