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Amin Dabit is not a robot.
He is a financial advisor who began his advisory career in a very conventional way. He was an intern at UBS, earned his CFP, and signed up with Merrill Lynch in 2008. He helped clients with financial plans and set up...
Following the JP Morgan data breach over the summer and “60 Minutes” calling 2014 the “year of the data breach” last week, Congress is getting serious about the cyber threats facing the financial industry...
When it comes to wishing clients a happy holiday, many advisors may opt for a simple handwritten note. Why not send a message your clients will use—and think of you as they do? Consider an app tailored to a client’s interests, a song...
To meet growing demand for retirement plan services, HighTower announced Wednesday that it integrated Envestnet Retirement Solutions (ERS) into its technology platform...
Fidelity’s custody and clearing unit is teaming up with online advice platform LearnVest to help advisors “digitize their practices.” Advisors and their clients will have access to LearnVest's financial wellness microsite and preferred pricing ...
