Advisors, Get Paranoid: Your Firm Is a Hacker’s Candy Store
Hackers don’t just want money. Financial advisors have access to valuable information, not to mention connections to other advisors with their own assets and information.
The 2% Solution: NAPFA Changes Its Membership Standard
I find myself in the curious position of agreeing with both the NAPFA rule change and the advisors who oppose it.
6 Big Hack Attacks Targeting Financial Data
Retailers and financial institutions face increasingly sophisticated thieves.
How the Fed Is Eroding Society: Grice
Dylan Grice's worrisome view of markets highlights a slow-motion unraveling of trust inflamed by the world’s central bankers through quantitative easing.
FINRA, SEC Enforcement: 6 Charged With Insider Trading on eBay Acquisition
Meanwhile, FINRA fines Edward Jones for unsuitable ETF recommendations.
How to Cash In on Rare Coins
Numismatic experts outline a few key steps for investors to find potential profits and diversify portfolios.
15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
Trōv: How Does It Work?
There are several ways for consumers to enter information into their personal trove, says Scott Walchek, founder and CEO of Trōv.
Preparing Your Clients for the Digital Afterlife
Estate planners have started to see more clients’ digital assets outlive them, and they’re now tasked with helping families manage that digital legacy.
What Really Entices Customers to Pay More
Financial advisors like to impress their prospects with boatloads of facts, figures and data. But they might be missing a key ingredient, according to the Harvard Business Review.