New Digital Currency Council to Establish Best Practices
The former CEO of the Institute for Private Investors has just launched the Digital Currency Council.
Financial Pros Just Don’t Get Millennials: Study
In particular, young investors find efforts to reach them on social media "creepy," a study by Oxford undergrads and BNY Mellon finds.
Cyberattacks on Small, Midsize Advisors Go Undetected
Small and midsize advisors self-report few breaches because they lack the technology and sophistication to detect them, a tech specialist says.
NextCapital Launches 'Digital Advisor' for 401(k)s
NextCapital Group has launched a digital platform that will help advisors bring managed accounts to 401(k) participants.
Personal Touches on Social Media Key to Building Relationships
Here are five ways to put some personality into your social media posts and show your audience you are genuine and trustworthy.
How to Make Your Value Pitch Truly Unique
Kim Dellarocca of Pershing shows how a few wording tweaks to a value proposition can help advisors differentiate themselves and attract more clients.
Most State-Registered Advisors Have Tech, Cybersecurity Policies: NASAA
Though less than 5% of small and midsize firms said they had a cybersecurity incident, two-thirds said they had cybersecurity policies in place.
Morningstar, Redtail Partner on Enhanced User Interface
Redtail Technology is integrating Morningstar’s proprietary research on its platform.
Overcoming RIAs’ Top 4 Business Hurdles: 5 Ways to Increase Profits
Here’s one example: Stop thinking of the segregation of sales and service people, and stray from the “one rainmaker” approach to profitability.
David Bach: Smart Advisors Finish Rich
The best-selling author and Edelman partner on his firm's unusual hiring requirements and what he thinks of breakaway brokers who don't repay their loans.