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Protecting confidential consumer information requires not only a technology solution, but a community solution with a commitment to a global standard of trust that benefits all stakeholders including the general public.
Morgan Stanley’s head of Cybersecurity for Wealth Management Technology reminded the NAPA 401(k) Summit crowd that state-sponsored crooks are stealing millions.
Chubb creates a cyber risk index, Reegan Rae named managing director for Arnerich Massena’s Wealth Management and Kestra adds True Alpha Wealth Management.
The acquisition of FTJ FundChoice doesn’t yet make Orion a threat to giant Envestnet, say observers, but it will help the firm capitalize on a growing demand for customized accounts at all levels of the industry.
FINRA’s recent alert of the risks that financial data aggregation poses to clients fails to highlight the crucial role the technology plays in protecting them in many other ways.
Most clients expect to see all their financial data in one place, but some aggregation techniques—like “screen scraping” or requiring usernames and passwords for access to accounts—put them at risk. As an industry we need to lead with standards...