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Firms are spending plenty on tech but are skimping when it comes to training their people to recognize an incoming attack.May 8
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The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.May 8
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In a day when information is the lifeblood of business, you’re an information fiduciary as well.April 16
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There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.February 27
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The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.January 31
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The deal combines two of the financial services industry's largest technology and processing companies.January 16
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The restructuring comes as a competitor enters wealth management data aggregation.January 15
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To move from focusing on pushing products to helping clients, firms need to aggregate and collect more data.December 6
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Data aggregators provide big advantages for RIAs, but criticism is mounting.December 5
Vice PresidentBroadridge Advisor Solutions
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Should it be custodians? Or the clients themselves? Bob Veres picks a side.November 26
ColumnistFinancial Planning
