View in FinOps Report Banks might not be the only financial institutions needing dedicated chief information security officers (CISOs) to oversee and enforce a cybersecurity program. As FinOps Report goes to press, the  Colorado Division of Securities is set to finalize rules which, as of July 15, will make the state the first in the US to require […]

As society continues to embrace digital trends, it seems that the future of wealth management will hinge on technology. Beyond attracting Millennials, either as investors or fellow advisors, keeping current with tech trends will allow you to stay ahead of the market and protect your firm. As stated by Mitchell Caplan, “Advisors who manage more […]