Ex-NYPD Chief Ray Kelly’s 4-Step Plan to Cybersecurity Preparedness
Kelly’s keynote speech at ALM’s cyberSecure explored the team and planning aspects of cybersecurity for business.
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFs
New ETFs include sector and dividend-paying stock funds as well as municipal bond funds.
Advisors Get More Time for Clients When Outsourcing Investment Management
Northern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.
The UBS-SigFig Partnership
Executives Rich Steinmeier and Michael Sha describe the thinking behind the deal
How to Cope With Today's Low-Return Markets & High-Expectation Clients
The low-return environment is the talk of the town. What's an advisor to do?
How to Get Client Referrals Without Asking
Part one of a look at the easy steps to effective marketing
We Will All Be Cyberattacked, Ex-FBI Cybercrime Agent Says
The odds of a person suffering a cyberattack are “pretty much 100% at this point,” said a former FBI agent at the eMoney Advisor Summit.
Morgan Stanley Gives Advisors Gender-Diversity Toolkit
The effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
6 Keys to Finding the Best Blog Posts to Attract Clients
To increase your chances of attracting new clients (and retaining existing ones), your blogs must speak directly, and topically, to those clients' concerns.
Fintech Is Exploding, but How Firms Use New Integrations Is Key
Fintech providers need to help user workflows, not just deliver a bunch of “integrations,” eMoney Advisor CEO Ed O'Brien said.