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 […]

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 […]

View on WealthManagement.com If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk. In our digital age, most wealth management firms have embraced cloud-based — a.k.a. “software as a service” (SaaS) — technology solutions for their practices. But as SaaS applications and platforms […]