From RIAcast
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Summary: [PODCAST] On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight for RIAs to enhance their understanding of cybersecurity issues.
From IRIS
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Summary: We’re well into the New Year and your marketing is in full swing, right? Not quite the case? Well you’re not alone. An FA Insight study of advisory firms found “only 50 percent of surveyed firms developed an annual marketing plan and just 32 percent of these firms had a position dedicated to marketing or new client growth.”
From Financial Planning
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Summary: In order to provide real-time access to personal account and investment information, advisory firms use cloud-based technologies to deliver new products and services to their clients. Unfortunately, doing so provides cyber criminals with an access point to seize sensitive financial information for ransom or sale.
From InvestmentNews
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Summary: Investors most susceptible to fraud typically exhibit an unusually high degree of confidence in unregulated investments and tend to trade more actively than the general investor population, according to survey results from AARP.
From WealthManagement.com
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Summary: Recent financial technology initiatives for wealth managers have focused on transparent and efficient delivery of information. While data aggregation and reporting were previously pain points, today they are essentials.
