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Just as HGTV did not make interior designers obsolete, robo advisors will not replace flesh-and-blood advisors, but they will provide more scalability.
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.