From ThinkAdvisor
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Summary: As the chances of a data breach incident increase, savvy businesses have invested time and thought in a response plan. But plans never survive first contact with the enemy. Stress test your incident response plan to find and resolve its weaknesses while time is on your side.
From Belay Advisors
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Summary: [PODCAST] Succession planning is a critical yet woefully neglected business necessity that could cost advisors millions of dollars if not properly handled. Today’s guest, Tim Kochis, is the co-author of a new book on succession planning titled, Success and Succession, and we dive into the details of how to effectively do it.
From FA Magazine
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Summary: Because it’s human nature to improve, every year about this time many financial advisors wonder, “How can I make this my best year ever?” Here are a few ideas to help you achieve that goal.
From IRIS
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Summary: Just because your title, CCO, contains the word "Officer" doesn't mean you are a corporate officer and required by law to be indemnified by your employer.
From WealthManagement.com
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Summary: For family-run firms, a crucial concern centers around ensuring the longevity of the business they’ve spent years building and the assets they may have accrued. It usually means the process of prepping children to take over the business itself, as well as any assets in the firm’s portfolio. NREI consulted with attorneys specializing in succession planning for tips that family-run businesses may want to keep in mind.
