Summit Trail Advisors was founded by a group of investment professionals with decades of experience in the wealth management and advisory services business. In creating a wealth management start-up, their vision was to deliver to clients the investment prowess and resources of a private bank, while providing the independence and personal attention of a boutique. […]

cybersecurity solution for advisory firms

Cybercrime continues to be a very serious problem in the financial industry. The number and sophistication of malicious attacks has increased over the last few years and is not expected to slow down anytime soon. While the latest SEC OCIE alert shows a marked increase in overall cybersecurity preparedness and awareness by advisors and broker-dealers, […]

cloud solutions for broker dealers

If your firm is like most modern wealth management firms, you use a variety of business and financial software packages, many of them “in the cloud.” Unfortunately, security controls vary significantly from one SaaS provider to the next. Read our white paper to learn what to look for when selecting SaaS vendors, as well as […]