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As Blancco’s vice president of cloud and data center erasure, Fredrik Forslund brings over 15 years of experience in IT security to the role. He previously founded SafeIT, a security software company focusing on encryption and selective data erasure. With a keen eye for streamlining corporate IT security efficiencies and maintaining compliance with data privacy legislation, he is regarded as a thought leader among customers and partners.

Cindy Doe is a principal, Advisory, Financial Services Office, at Ernst & Young LLP.

Kevin Koenig is a principal advisory, Financial Services Office, at Ernst & Young LLP.

Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

The bank is targeting advisors with $100 million or more in assets.

Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.

Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.

Corey Scobie is senior vice president of products and engineering at Chef Software, where he is responsible for the roadmap and delivery of Chef’s enterprise automation portfolio including infrastructure automation, compliance automation and application automation. Corey has more than 20 years of experience in Internet and enterprise technologies and has worked for and with the world’s top web players and Fortune 500 companies.

As wealth managers collect more client information, it is up to advisors to understand the value of data to the business and how it needs to be handled.