Data security

SEC outlines cybersecurity changes after probe of EDGAR hack

The reforms could serve as a checklist for firms looking to enhance their own cybersecurity posture in light of the regulator’s increased scrutiny.

Cyber security Kenneth Corbin June 21

Cyber security Kenneth Corbin June 21
Drawing the battle lines on data aggregation

The ability for consumers to access and share data in one place could transform financial advice.

Data Migration Sean Allocca May 24

Data Migration Sean Allocca May 24
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.

Reinvent Wealth Charles Paikert May 17

Reinvent Wealth Charles Paikert May 17
SIFMA rolls out new guidelines on data protection

Collaboration is key to the effort since there “is no competitive advantage to be the only firm engaged in data protection."

Cyber security Andrew Welsch April 13

Cyber security Andrew Welsch April 13
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.

Data security March 27

Data security March 27
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.

Reinvent Wealth March 21

Reinvent Wealth March 21
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.

Cyber security December 29, 2017

Cyber security December 29, 2017
6 basic protections to shore up cyber moats

Client data should be walled off behind sufficient protections.

Cyber security Ann Marsh December 26, 2017

Cyber security Ann Marsh December 26, 2017
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.

Cyber security December 14, 2017

Cyber security December 14, 2017
Paradise Papers raise privacy concerns for HNW clients

The breach follows other developments that have made offshore planning methods less attractive.

Tax shelters Tobias Salinger November 14, 2017

Tax shelters Tobias Salinger November 14, 2017

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