Industry

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest pieces of news to hit advisor technology for the month of December 2017.

Regulators warn about cryptocurrencies, wealthy families struggle with family and Qualified Plan Advisors acquires the retirement practice of Ascende Wealth Advisers.

Wells Fargo, UBS and Morgan Stanley also bar advisors to purchase bitcoin or derivative products on behalf of clients.

Sheltered Harbor relies on a “buddy system,” in which companies pair off, promising to step in for their partner with a backup set of account information if hackers succeed in erasing or locking up files.

Charles Schwab adds 12 new commission-free ETFs, fintech is a concern of corporate executives and AARP launches an online tool to help clients interview advisors.

Matt Hougan, the CEO of Inside ETFs, on what advisors can look forward to at the year’s biggest ETF conference, including Mohamed El-Erian, Quincy Jones, the best new ETFs and a deep dive on bitcoin.

Stifel is giving its employees $1,500 bonuses in early 2018, Citi Private Bank warns against holding too much cash and the fight over an elderly hermit’s will goes to the courts.

Those working for the remnants of Smith Barney will no longer be protected under the recruitment truce.

Northwestern Mutual launches a new ad campaign, millennials want digital products and the value of U.S. homes continues to rise.

The New York Department of Financial Services is looking to do what the Trump administration has put on hold.