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Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
Advisor Tech Talk (Week of 09/04/23)
For those of us who live in tourist locations, the summer season is thankfully over, traffic is easing and some normalcy...
AI ILLUMINATIONS: How Data Mapping Helps Advisors, Firms, and Investors
By enabling the business users to do data mapping instead of technical people, JIFFY.ai's no-code, AI-powered automation platform and deep domain expertise bring transformative value to the process.
Advisor Tech Talk: 12/14/21
BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.
Adviser Domain – New Risk Alert Issued From SEC Includes Cybersecurity
It’s a busy, yet short week for advisers. So, I wanted to provide a brief recap on some of the stories we’ve focused on this year at Adviser Domain. But first – an important update from the SEC...
Adviser Domain – New Cybersecurity Program for Financial Planners Launches
Financial Planning Association launches new Cybersecurity for Financial Planners
Adviser Domain – “Adviser Anywhere” is Here to Stay. Is Your Tech Vulnerable?
Advisers' practices established during the pandemic will become the best practices post-pandemic. But are advisers prepared for this digital future? Their technology suggests that they are not.
Adviser Domain – Defining Zero Trust Cybersecurity Ahead of 2021
Zero Trust is a very simple security concept. It operates around one belief: Trust no one. No process. No technology. No one inside the organization or outside of the parameters. Everything requires verification. Everything must receive permission before connecting to a network...
Adviser Domain – It’s Going to Get More Serious
I don’t want you to drop you coffee. But I do want you to read this.
Publisher Notes For 12/9/20
Welcome to our latest edition of Digital Wealth News! New headshot today - more confident, more wise, more fintech-focused then ever before. Now let's hit it! Here's my take on this weeks news!