0 visitor like this article | Viewed 2547 times | 0 comment
Summary: Anspach’s firm has gone from handling $33 million in assets under management at the end of 2011 to $115 million at the end of 2016. Her website, which had garnered 10 client inquiries each year before the marketer went to work, now brings in 100 to 120 potential clients annually.
0 visitor like this article | Viewed 3462 times | 0 comment
Summary: [PODCAST] On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight for RIAs to enhance their understanding of cybersecurity issues.
0 visitor like this article | Viewed 2557 times | 0 comment
Summary: In order to provide real-time access to personal account and investment information, advisory firms use cloud-based technologies to deliver new products and services to their clients. Unfortunately, doing so provides cyber criminals with an access point to seize sensitive financial information for ransom or sale.
0 visitor like this article | Viewed 2556 times | 0 comment
Summary: Investors most susceptible to fraud typically exhibit an unusually high degree of confidence in unregulated investments and tend to trade more actively than the general investor population, according to survey results from AARP.
0 visitor like this article | Viewed 2795 times | 0 comment
Summary: Startups like Finhabits represent the broadening of digital advice offerings into even more niche audiences, fintech execs and observers say. Garcia, founder of Finhabits, notes the higher fees are accepted by his clients because the specialized platform's presence in those communities is a value in itself.
