0 visitor like this article | Viewed 2541 times | 0 comment
Summary: United Capital CEO Joe Duran says the financial plan you've crafted for your client is wrong. In fact, the surer you are that it's accurate, the higher the chance that it's wrong.
0 visitor like this article | Viewed 2614 times | 0 comment
Summary: One of the unique advantages of independent RIAs that many industry observers often overlook in their prognostications and predictions for the future, is that fundamentally, these are small businesses owned and operated by their founders, or their next generation of management.
0 visitor like this article | Viewed 2694 times | 0 comment
Summary: The level of complexity in our financial lives is increasing. Thousands of investors are chasing after an impossible-to-value Bitcoin bonanza. More people depend solely on social security for their retirement income than ever before. Hundreds of new millionaires are added to our population each year. And a growing number of younger people are thinking about how to make an impact with whatever wealth they accumulate.
0 visitor like this article | Viewed 2672 times | 0 comment
Summary: Business processes will increase a firm’s agility, efficiency, productivity and visibility enabling it to remain competitive.
0 visitor like this article | Viewed 5929 times | 0 comment
Summary: Odds are that by now you know of Meltdown and Spectre. Why? Because once again a cybersecurity issue has reached the mainstream press – an event happening more and more often as we become an increasingly tech-reliant world. For the advisor, cybersecurity is becoming more of a distraction taking you away from giving financial advice and making your clients’ lives better.
