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Summary: [Slideshow] In the wake of the ransonware WannaCry attack, now is the time for wealth managers and fintech platforms alike to review their cybersecurity practices to avoid being the next target.
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Summary: Clients who rely on Amazon's Alexa to order dog food on command and Venmo to instantly transfer cash to friends are not going to be satisfied with a financial adviser who promises to answer account questions in a day or two.
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Summary: When talking with advisors about adding or replacing software, I’m surprised at the criteria they provide during the initial discussions.
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Summary: [Slideshow] The digital tools available to help advisors have never been better, but there are so many of them. It seems like you hear about a new CRM or automated investing platform every week, each with its own set of bells and whistles.
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Summary: The SEC’s Office of Compliance Inspections and Examinations issued a risk alert about recent ransomware attacks and offered some best practices for smaller firms for dealing with ransomware incidents. We recommend reviewing the agency's recent alert, as well as its 2014 guidance,
