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Football star Richard Sherman used his rehab time to learn about cryptocurrencies, Richard Salmen assumes CFP board chair position and Envestnet Tamarac upgrades its document vault.
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.
