In the wake of headline-grabbing hacks like Equifax, experts weigh in on how advisors can step-up their protection. Despite headlines all month showing the scope of compromised personal information in attacks on Equifax, Yahoo and the SEC, many advisors still aren’t taking cybersecurity seriously. An examination of more than 1,200 investment advisors by the North […]

When it rains, it pours. Shortly after the Securities and Exchange Commission (SEC) was the subject of a Government Accountability Office report stating that it must do more to protect its computer systems from cyber-attacks, the regulator announced that its EDGAR network suffered a security breach last year. The SEC originally didn’t believe that anyone’s […]

The type of cloud computing solution you choose must be the one that best aligns with your practice’s clients, resources, expertise, business model and goals As more wealth management firms trade in their licensed software for cloud-based digital technology solutions, those that haven’t made the switch are understandably eager to find out more about the […]