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Companies need a flexible security architecture that complies with regulations and can accommodate a dispersed and mobile workforce using many apps and devices.
Advisors who use Morningstar Office Cloud can access the model portfolio platform at no extra charge; 13 asset managers are participating, including American Funds, BlackRock and Vanguard.
Leaders in the financial services space must welcome disruption but only in its capacity to better serve clients. Here’s how financial advisors can learn from emerging tech giants to put the client experience first.
