View on Think Advisor Breakaway advisors need to partner with data security providers, Tom Harms of Summit Trail Advisors said. While many larger firms and wirehouses are tied to legacy technology infrastructure, advisors who break away from these firms and go independent have the freedom to embrace new technologies. However, that newfound freedom also raises […]

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 […]

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 […]