Adapt and thrive: 3 top trends in client onboarding for 2018

first_imgThe wealth management marketplace is changing fast! With the arrival of FinTech challengers, the changing expectations of tech-savvy customers, and the shifting regulatory environment, wealth management leaders are being challenged to identify what the top firms will look like in 5 or 10 years, and how to make the right investments to keep their firms among them.As a result of these shifts, many firms are looking at their client onboarding processes. They are evaluating how well these meet the needs of clients and advisors currently, and also how well they are poised to respond to changes in the industry. In discussion with industry leaders, here are 3 trends we  predict will influence client onboarding in wealth management over the next few years.1. An ever-increasing focus on client experience. Today’s customers are busier than ever. They simply don’t have the time for long preliminary meetings, or to travel to an advisor’s office to sign paperwork. And when they do meet with their advisor, they want the focus to be on holistic financial advice, not account administration.Tomorrow’s top firms are already responding to this situation by reducing the number of steps to onboard customers and maintain accounts, and by implementing technologies like e-signing and remote ID capture to keep office visits to a minimum. We also expect these same firms to explore cutting-edge technologies like biometrics, to keep their customer experience as streamlined and simple as possible. continue reading » 7SHARESShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblrlast_img read more

Animal Control Officer, Michelle Reid Sworn in as Deputy at Alpena Co. Sheriff’s Office

first_imgAddThis Sharing ButtonsShare to FacebookFacebookShare to TwitterTwitterShare to MoreAddThisAlpena County Sheriff’s Office swore in a new deputy on Tuesday. Animal Control Officer Michelle Reid is now also a Certified Deputy.Looks like there’s a new Sheriff in town. Animal Control Officer, Michelle Reid was recently sworn into the Alpena County Sheriff’s Office taking on more duties as a now Certified Deputy.Already working for the Alpena County Sheriff’s Office since January 3rd with Animal Control, Deputy Reid now can add daily duties such as patrol duties, transporting inmates, and issuing warrants and arrest to her list.With a Vet Tech and Criminal Justice background, Reid said she wouldn’t have it any other way when it comes to working both careers.“Those have both just been passions of mine from the beginning. I’ve always wanted to be a law enforcement officer but I’ve always had a deep down love for animals. So I combined both passions into one career,” Reid said.As for the side of animal control, Reid said that it’s not about capturing animals to harm them, but to help them.“Alpena County does not have a county run shelter however we do have a contract with the Huron Humane Society. So any animals taken into my care will immediately be taken to the Huron Humane Society and they will be housed and cared for there. Once the who period on a stray animal is up, I will sign those animals over to the Huron Humane Society where they will be evaluated and hopefully adopted out,” she explained.Deputy Reid’s dual role will be an enhancement to the office, Under sheriff, Terry King said it’s awesome.“Well her personality is absolutely awesome, and I’m saying that in a very positive way. She always seems to have a smile on her face, she treats people with respect and that is one positive asset that we need here at the sheriff’s office, and we need to continue with that type of employer,” King said.AddThis Sharing ButtonsShare to FacebookFacebookShare to TwitterTwitterShare to MoreAddThis Tags: Alpena County Sheriff’s Office, Animal Control, Michelle Reid, New DeputyContinue ReadingPrevious TB National Marine Sanctuary to Host 17th Annual Maritime FestivalNext MI Social Media Daylast_img read more

Luke Heimlich signs with club in Mexico, report says; MLB clubs passed on sex offender

first_imgMORE: Most heinous crimes connected to athletesHeimlich, 23, pleaded guilty in 2012 to sexually molesting a niece when she was 6 and he was 15. Heimlich later claimed he was innocent but was advised by his lawyer to plead guilty anyway. As part of his sentencing, he was ordered to register as a sex offender in Oregon.The Oregonian’s reporting of the crime in 2017 led to him going undrafted twice: All 30 clubs passed on him in 2017 and 2018. The Royals considered signing him as a free agent after the 2018 draft but ultimately passed. Luke Heimlich is again leaving the U.S. for an opportunity to pitch.The former Oregon State ace has signed with the Mexican League’s Tecolotes de los Dos Laredos, reported Wednesday. He signed with a team in China last year but the league terminated the contract a week later, citing Heimlich’s criminal history. ESPN’s reported that scouts who watched him throw recently believe Heimlich can pitch in the major leagues this year.The Mexican League season begins April 4, ESPN reported.This article has been corrected to show that Heimlich pleaded guilty to one count of molesting his niece.last_img read more