From Barron's Advisor Center
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Summary: Advisors’ life work centers on helping others prepare for the future, so it is surprising how often they fail to plan their own with a detailed succession plan. It is, of course, difficult to picture client relationships nurtured and grown for decades being placed in the hands of someone else. It is likewise all too easy to put off these difficult decisions to some other day down the road.
From IRIS
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Summary: We’re well into the New Year and your marketing is in full swing, right? Not quite the case? Well you’re not alone. An FA Insight study of advisory firms found “only 50 percent of surveyed firms developed an annual marketing plan and just 32 percent of these firms had a position dedicated to marketing or new client growth.”
From WealthManagement.com
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Summary: Recent financial technology initiatives for wealth managers have focused on transparent and efficient delivery of information. While data aggregation and reporting were previously pain points, today they are essentials.
From ThinkAdvisor
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Summary: Every week seems to bring another story of email theft. The attacks are relentless, striking corporations, government agencies and political groups.
From ThinkAdvisor
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Summary: Do you really believe that you provide value for your clients? Let me ask again from a different, more important perspective. Do you really believe that your clients believe you provide value?
