Data security

Firms are seeking these three specialties.

To win at cybersecurity, base your strategy on the way you are already serving clients.

The leak included information on about 12,000 advisors who are clients at LPL Financial.

The leak affected advisors who do business with the asset manager’s iShares ETF unit.

Non-public corporate earnings reports were among the stolen information, the regulator claims.

Advisors should pay attention to compliance issues and evolving expectations from clients.

Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.

Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.

The regulator says it will keep an eye on issues like cybersecurity and cryptocurrencies.

The chairman looks to finalize Reg BI while issuing warnings for advisors on cybersecurity, Brexit and Libor transition.