The Advisor’s Journey to CRM Success, Pt. 1: Mapping It Out
In the first post of our series, we map out the steps to choosing and implementing a new CRM system.
Finding Your Niche: It’s Not Just for Californians Anymore
Many of the most successful advisory firms I know were built around what the advisors liked to do and the kind of clients they wanted.
Financial Services Groups Push Cybersecurity Bill
The bill could be brought to the Senate floor for a vote by Thursday, but critics call the bill a threat to privacy.
FINRA BrokerCheck Plan Gets More Flak
The IBD lobby wants clarity for indie reps, while NASAA wants the rule to include email signatures.
Best Finance Tweets of the Month: July 2015
From United Airlines to China to Greece, July was a wild ride for the Twitterverse.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.
Your 10-Minute Pre-Vacation Checklist
Add these quick technology tasks to your pre-vacation checklist to make sure everything runs smoothly while you’re away.
The Perfect Sales Professional 2.0
What does the perfect sales pro look like? Bill Good updates his description thanks to reader feedback.
1 in 10 Advisors Have Never Heard of Robos: Survey
A survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
Fidelity National Said in Exclusive Talks to Acquire SunGard
The current SunGard deal is valued at $8.3 billion, down from its $11 billion price tag in 2005.