Archive for April, 2012

• Industry concerns: Trust and succession plans

  At the recent Securities Industry and Financial Markets Association (SIFMA) Private Client conference in Boston, 200 attendees, mostly senior executives, converged to talk about issues that face the indusry's future.   Two of those topics were rela

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• Business solutions: Leveraging philanthropy and technology

  Mike Byrnes, President of Byrnes Consulting, spoke at the Financial Planning Associations’ 2012 national Business Solutions conference in San Francisco, California on the topic of leveraging philanthropy. Watch a handful of short videos on Byrne

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• Asset Managers Are Starting To Figure Out Social Media

  Traditionally, it has been believed that asset managers have held back from using social media because of compliance reasons, but it turns out that in today’s environment it might be budget constraints that are the real reason. A lack of a succ

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