The compliance and security industry evolves by the minute. Stay in the know with OS33.

View full article on InvestmentNews Advisory firms have long prided themselves on a “high-touch” business model that has traditionally put a premium on serving individual clients in face-to-face conversations. But as profit margins tighten, especially for smaller firms that are lowering fees to compete against larger registered investment advisers and broker-dealers with robust technology platforms, […]

Come visit us at our booth!

Read on Fidelity today became the first RIA custodian to unveil a comprehensive, cloud-based virtual desktop workstation for their financial advisors. Working with cloud outsourcing company Workplace, Fidelity says the workstation will enable the “anywhere advisor,” providing financial advisors access to the company’s entire suite of business tools from a Web browser, including mobile […]