Defending Your Digital Data: Part 2
When SEC examiners evaluate a business’ cybersecurity preparedness, they may focus on how well you’ve trained employees to be responsible.
FinaMetrica to Merge With PlanPlus
The merged entity is called PlanPlus Global, but both brands will continue to offer their products on a stand-alone basis.
Wells Fargo Says It May Find ‘Significantly’ More Fake Accounts
The bank boosts its estimate of possible legal losses by $1.3 billion and discloses a CFPB probe into freezing of accounts.
Would-Be Marijuana Investors, Look Past the Plant
Investing in industries connected to cannabis can help investors who want to enter this growing market but are queasy about the mixed legal status.
Bitcoin's 'Hard Fork' Is Good for Progress
The community supporting bitcoin has long tried to avoid a so-called "hard fork" splitting the currency in two. On Tuesday, it happened anyhow.
3 Obstacles to Collaboration Between Fintechs and Banks
Two or three years ago, “fintech” was a threatening concept that focused on disrupting established banks.
VC Funding Drives Fintech Investment Surge in Q2: KPMG
Investor interest shifted to mid- and back-office functions and away from customer-facing initiatives.
3 Obstacles 5G Could Overcome
Advisors and consumers alike stand to benefit from a wireless transition that will be "more consequential" than earlier networks.
It’s Time for a Summer Technology Refresh
As the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.
LPL Launching Robo-Advisor This Month
The digital platform, Guided Wealth Portfolios, already has $14 million in assets and more than 700 clients.