Feel like you've lost control of your business? Well, you're not alone. A new FPA report highlights the problem and potential solutions: Can you say time blocking?
Problems with one standard for brokers and advisers are voiced at a fiduciary summit.
Supporting a client victimized by a data breach can build enduring bonds.
Though rated No. 1 by advisers, most don't maximize the potential of their sites with ongoing improvements.
Advisers need to adapt as clients increasingly demand 24/7 access to their accounts from all devices.
It may not be long before advisers are sending clients a personalized video each quarter that reviews portfolio performance. The technology to customize videos without much effort is increasingly available.
You might have checked off legal and client communication requirements when changing your firm's name, but don't forget new e-mail addresses, signs, websites, social media accounts, logos and more
Partnership aims at getting business from advisers who want to integrate their systems.
Female clients think about investing differently, with focuses ranging from retirement to impact investing, and it's up to advisers to meet them on common ground. <i><b>More: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">The Women and Investing special report</a></b></i>
