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Data security
Drawing the battle lines on data aggregation
The ability for consumers to access and share data in one place could transform financial advice.
Yodlee is Envestnet’s hottest act, but data security concerns mount
The tech giant's data division rolls out new apps for clients — and links to Alexa.
Voices
Don't underestimate the No. 1 threat to your business
Yvonne Kanner
President and COO
Fiduciary Network
Ensuring that any potential breach is identified and mitigated takes aggressive action.
Sponsored by Advisor Group
FINRA, other regulators mishandled brokerage account data, whistleblower claims
The accusations shed light on the massive back-office systems maintained by regulators and the difficulty of keeping the sensitive information in them private.
Voices
It’s 2018: Do you know where your client data is?
Eric Clarke
CEO and founder
Orion Advisor Services
To protect their practice, advisors should know the answers to several critical questions about how vendors use and safeguard their data.
Voices
Cybersecurity breaches: When doing nothing won't cut it
Wes Stillman
CEO
RightSize Solutions
Clients won't accept complacency when a vendor is hacked. Acting quickly is key.
6 basic protections to shore up cyber moats
Client data should be walled off behind sufficient protections.
Voices
Don't underestimate the No. 1 threat to your business
Yvonne Kanner
President and COO
Fiduciary Network
Ensuring that any potential breach is identified and mitigated takes aggressive action.
Sponsored by Advisor Group
Paradise Papers raise privacy concerns for HNW clients
The breach follows other developments that have made offshore planning methods less attractive.
Tech firms clash for RIA market share
A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.
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