Rachel Wilson, head of cybersecurity for Morgan Stanley Wealth Management Technology, is a former senior leader at the National Security Agency where she protected our country against malicious cyberattacks and cyber actors.

Rachel Wilson

Head of cybersecurity

Rachel Wilson, head of cybersecurity for Morgan Stanley Wealth Management Technology, is a former senior leader at the National Security Agency.

Cyber security

Cybersecurity tips for advisors, and clients

As threats increase, the need for the wealth management business to safeguard clients, portfolios and industry has never been greater.

By Rachel Wilson

November 20

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Wealth management

Merrill leaps back into recruiting with $3.5B team from JPMorgan

An industry recruiter said the Bank of America subsidiary has become almost "unhinged" with the amount of money it's willing to offer advisors it's recruiting.

By Dan Shaw

25m ago
Tax

New CPA exam section on financial planning links tax and wealth

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

By Tobias Salinger

1h ago
Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18