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As you have most likely heard, late last week, Equifax – one of the ‘Big Three’ credit bureaus in the United States – admitted that its own lax security practices had allowed hackers to steal the personal identities of 143 million U.S. citizens. Data potentially accessed by hackers from mid-May to July include names, Social Security numbers, credit card numbers and personal documents.

How bad is this breach? Look to your left or right. See that person setting next to you? It’s likely that one of the two of you have had your id stolen in this hack. To compound the issue, Equifax didn’t notify the public for more than a month after it detected the breach. In response, Equifax is offering a year of free credit monitoring and identity theft insurance that you can sign up for at equifaxsecurity2017.com.

To protect yourself, one option is to set up a fraud alert, which is free, by calling one of the three credit bureaus: Equifax, TransUnion...

Online Reputation Management for Financial Advisors: Combating Negative Digital Reviews

Guest Blog Post - Amy McIlwain, Financial Social Media

One of the scariest aspects of the online world for advisors is the lack of control they have about their brand. It’s the gift and the curse of the Internet: anyone can say anything at any time. This can become even more of a challenge...

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The Regulators Are Here

Who’s that knocking at the door? If you’re an RIA who’s never hosted an examiner from the Securities and Exchange Commission, you may be in for an unwelcome surprise. According to an article in this week’s ...

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TCA Technology and Six Sigma Expertise Improves Advisor Efficiency

As an RIA, it’s easy to get slowed down by inefficient trading and back office details. What’s more difficult is to determine how to eliminate those inefficiencies in order to deliver greater value to clients and maximize returns to the bottom line.

That’s a problem Mike Lover loves to...

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Successful Advisors on Social Media: Follow the Leaders

This is a guest post by Amy McIlwain with Financial Social Media

They say that imitation is the sincerest form of flattery. It also happens to be one of the truest forms of good business, and follows suit in social media. There...

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