From Finacial Planning
0 visitor like this article | Viewed 386 times | 0 comment
Summary: In the wake of the Equifax hack, are you confident your clients’ data is walled off behind sufficient cyber protections?
From InvestmentNews
0 visitor like this article | Viewed 3736 times | 0 comment
Summary: For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply.
From InvestmentNews
0 visitor like this article | Viewed 3726 times | 0 comment
Summary: The Securities and Exchange Commission has created a cyber unit to target cyber-related misconduct, as well as a retail strategy task force aimed at helping and protecting individual investors.
From ThinkAdvisor
0 visitor like this article | Viewed 3747 times | 0 comment
Summary: Pursuing a digital advice solution is about more than selecting the right technology. Advisors make decisions that are both strategic and technical, impacting many facets of their business. In fact, most advisors with whom Fidelity has spoken are interested in blending both human and digital elements into one solution for their clients. We believe that this combination of high-techustody-Solutions and high-touch will be key to a successful offering.
From IRIS
0 visitor like this article | Viewed 3892 times | 0 comment
Summary: [Podcast] Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.
