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Summary: Cybersecurity continues to be registered investment advisors’ top compliance challenge, with 81% of advisors polled in a just-released Investment Adviser Association survey placing it at the top of their list, the fifth year cyber has held the spot, and nearly two-thirds indicating that their firms increased compliance testing in this area over the past year.
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Summary: You likely have lots of similar matches making it hard to remember who's who. Notes allows you to keep track of your thoughts and key features about your matches. Notes are accessible from the Match List and the Profile page and can only be seen by you.
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Summary:W e asked 10 industry executives, all of them among InvestmentNews’ Icons & Innovators, what they do to stay on top of their game. Click through for their daily habits and rituals.
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Summary: I am often asked about how best to turn managers into leaders. It is hard because most are not trained to be leaders. Many great educational programs focus on technical skills, but disregard the soft skills needed to make best use of those technical skills. Thankfully, this is changing in many programs, but for in this week’s column, I offer some thoughts you can use to assess your own leadership skills and approach, and inform your current and future leaders.
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Summary: RIA Match offers three different levels of plans tailored to varying levels of need. Select the one that best fits your current requirements. You can always change your package at a later date.
