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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.
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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!
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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.
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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.
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Summary: When it comes to using LinkedIn, you want to ensure you’re putting in enough effort to get results, but at the same time, you need a routine to make sure you’re not wandering aimlessly through the interwebs.
