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Summary: Much thought and effort goes into the overall operational structure of a good advisory firm. Common terms used in our profession include, do you operate as a solo advisor practice (silo type operating structure) or an ensemble advisor practice (team-based operating structure). When you think about these terms, how does it influence the approach to managing your technology solutions? The answer for a number of firms really depends on the specific technology solution involved, regardless of the operational structure of the firm.
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Summary: Your success as an independent adviser depends on a unique blend of financial expertise, relationship management and business acumen. Good technology can enhance each of those skills, but as we all know, the best offerings can be expensive.
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Summary: Too many firms today have their value propositions wrapped up in vague assertions of “culture” without defining that term or explaining how they will put it into practice to benefit advisors and their staffs.
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Summary: [Gallery] Cybersecurity is a never-ending game of cat and mouse. As attackers grow more sophisticated, so do the tools and resources that keep companies like financial institutions safe. As 2019 shapes up to be a landmark year for cybersecurity, chief information security officers, or CISOs, are working tirelessly to improve defense strategies.
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Summary: Most people think desperation is a bad thing. I say the opposite; it’s the origin of massive success. Even if you feel like you’ve “made it,” there’s always somebody smarter who can put you out of business.
