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Summary: [Podcast] With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe.
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Summary: Just a third of advisors have hired interns at some point this year, with 20 percent using interns this summer, according to a new survey by TD Ameritrade Institutional.
Added on July 2017 in M&A Issues
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Summary: [Slide Show] Demand for RIA firms is high, and supply is limited. As a result, some advisers considering retirement are holding off while the value of their business continues to rise.
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Summary: To say June 2017 was a busy time for the fiduciary standard would be an understatement. It was the busiest month I’ve seen on the financial advisor regulation front in many years.
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Summary: Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
