From ThinkAdvisor
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Summary: During BNY Melon Pershing’s RIA Symposium in Chicago, Gabriel Garcia, managing director, Advisor Solutions for the firm presented some of the myths floating around the business, and whether they are true or not.
From WealthManagement.com
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Summary: Just because a firm has the ability to password-protect, encrypt or implement other security features to protect its data, doesn’t mean the firm is actually taking those steps. That’s the observation being shared by the SEC in its most recent risk alert, which covers safeguarding customer records and information in network storage.
From InvestmentNews
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Summary: Welcome to the May 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
From Financial Planning
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Summary: As both an advisor and therapist, Susan Zimmerman thinks a lot about handling tough conversations with clients — and how to dissuade their fear of the unknown.
From ThinkAdvisor
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Summary: In ancient cultures, relying on oral traditions was often the only way to transmit values, beliefs and history to the next generation. In this construct, the elders acted as mentors to the younger people.
