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Summary: This year has seen some of the most high profile hacking attacks in the Internet age. You would think that the near daily distribution of politicians’ emails would be enough to spur firms to increase their efforts to shore up their electronic defenses.
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Summary: TD Ameritrade and Toronto-Dominion Bank are shelling out $4 billion for online discount brokerage Scottrade Financial Services, which includes its banking operations, Bloomberg reports.
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Summary: Fidelity revealed details of wide-ranging digital plans, from technology and platform upgrades to how the firm will provide advisers with a robo.
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Summary: All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional, and they just don’t have the need or budget. What these firms don’t realize is that there are other options available. One such option is a Virtual Marketing Director (VMD).
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Summary: Building a reliable network of centers of influence (COIs) is one of the surest ways to engage with new prospects and grow your practice. Here’s a step-by-stop process to expand your list of COIs – including some who you probably didn’t think were potential referral sources.
