Security Awareness Training (SAT) program serves to educate financial advisors and their employees on best practices for using corporate information technology (IT) systems;  Workplace has launched an additional offering to educate firms on the latest SEC and FINRA mandates. New York, NY – September 22, 2016 – Workplace, a provider of unified cloud computing solutions to […]

Sponsors include Fidelity Clearing & Custody Solutions, MarketCounsel, and eSentire; full-day Summit will take place on Sept. 19 at the Microsoft Technology Center in New York, NY New York, NY – September 9, 2016 – Workplace, a provider of unified cloud computing solutions to financial services clients, will host the inaugural Wealth Management Technology and Cybersecurity […]

• The whitepaper serves as a guide for advisors to deploy the best technology solutions at every step of the breakaway process and identifies common denominators driving advisors to the independent RIA space • Workplace offers a packaged solution ideal for a breakaway broker, complete with enterprise-class systems up and running on day one, as […]