In|Vest West 2018 Direct

Advisors have all the most sophisticated cybersecurity applications available on the market, but experts say they can't stop the biggest weakness out there.

Bradley Niedzielski is an audit and assurance partner at Deloitte & Touche LLP based in Deloitte's New York office who has served a variety of complex global financial services clients across both the public and private sectors for over 20 years.

Brandon Chandler is an audit and assurance partner at Deloitte & Touche LLP. As the leader within the accounting advisory & transformation services practice in Atlanta/Birmingham, he oversees all aspects of the Atlanta/Birmingham AATS practice including quality, innovation, growth and talent strategies.

Lindsay Rosenfeld is an audit and assurance partner at Deloitte & Touche LLP. As the national market offering leader for governance, risk, and controls within Deloitte's accounting & reporting advisory practice, she specializes in SOX readiness and the modernization of SOX and internal control programs. She also assists companies in implementing technology solutions to manage these programs effectively.

Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications presents tough choices for current and aspiring professionals.

Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new research from the TIAA Institute and MIT AgeLab.

Andrew Zea is a Capco consultant based in Chicago IL, with three years of technology experience in software implementation and product management. Andrew's focus is creating efficiencies by streamlining processes, developing innovative technologies, and mapping new ways to use data to drive results.  He has experience leading global agile teams and truly enjoys delivering outcomes across a wide variety of domains and functions. He remains continuously passionate about leading edge trends across technology, data, and customer experience.

Gustavo Oliveira is a Capco Solution Architect passionate about modernizing the financial sector. With 15 years of experience in banking and insurance, he specializes in leveraging new technologies to drive digital transformation. He is a subject matter expert in digital development, identifying leading industry trends across new customer-facing technologies, channel strategy, and UI/UX, all with the central mission to help clients across financial services turn good ideas into great results.

Dan Smith is president & CEO of the Consumer Data Industry Association, or CDIA, a trade association representing the U.S. consumer reporting industry. He has spent the past 30 years involved in consumer-related policy issues including working at the CFPB, Freddie Mac, American Bankers Association and the Consumer Bankers Association.

Industry experts think LPL will have to work hard to retain Commonwealth advisors who were sold on the idea that they'd be working for a "boutique" firm.