Fidelity Investments

If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

Fidelity Investments is telling investors and advisors that clients' data appears not to have been captured by the hackers who infiltrated the systems of JPMorgan Chase earlier this year. And while clients aren't yet worried, advisors say, such threats are unlikely to go away.