Rob Patchett

Global Chief Privacy Officer and IT Chief Compliance Officer

Rob Patchett serves as Raymond James’s global chief privacy officer and IT chief compliance officer. He has over 20 years’ experience in privacy, security, operational risk and compliance expertise in the financial services industry.

Before joining Raymond James, Rob was chief privacy officer for MUFG Americas and before that Union Bank California. Prior to these roles, Rob led Visa’s first privacy office — the information assurance department.

Practice and client management

How to protect your clients from identity theft and fraud this tax season

There are steps you can take year-round, to help keep your clients’ personal data safe.

By Rob Patchett

April 13

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Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

May 3
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

May 3
Retirement

Social Security's customer service worsens amid 'dire' underfunding

As Congress battles over shutdowns, Social Security's staff has dwindled to its smallest size in decades. For retirees, that means longer wait times and delayed benefits — but advisors can help.

By Nathan Place

May 3