0 visitor like this article | Viewed 72 times | 0 comment
Summary: When a client proves to be a poor fit for a planning practice, a smart planner lets that client go. An even smarter planner screens potential clients before committing.
0 visitor like this article | Viewed 79 times | 0 comment
Summary: Financial services firms in particular are “lucrative targets for online criminals,” according to Cisco’s 2017 Midyear Cybersecurity Report. Malware authors are specifically targeting financial firms with malware like Dridex and the Zeus Trojan, according to the report.
0 visitor like this article | Viewed 87 times | 0 comment
Summary: Q: All we keep hearing about at my firm is “cybersecurity.” I get what I’m supposed to do: Don’t click on strange links in e-mails. Watch out for phishing attempts. Verify distribution requests with my clients verbally. Beyond that, isn’t it the firm’s responsibility to make sure its systems are buttoned up?
0 visitor like this article | Viewed 81 times | 0 comment
Summary: When an advisor decides start to an independent RIA firm, it is time to think about technology. Technology isn't usually top-of-mind for breakaways, but there are a myriad of decisions to make far in advance of turning on the lights in the new firm. To help navigate this transition, here's a short primer on what to consider and when during the three phases of the breakaway lifecycle.
0 visitor like this article | Viewed 80 times | 0 comment
Summary: [Podcast] With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe.
