CLS Investments Combines with FTJ Fundchoice to Focus Business
FTJ FundChoice will combine with CLS Investments’ turnkey asset management platform business in early 2019
How Cyber-Criminals Target Wealthy Clients
It is increasingly common for cyber-criminals to take over every aspect of a high-net-worth client’s digital life in one attack, according to Barron’s. This gives the attacker more time to monetize their access — and creates new problems for financial advisors, the publication writes.
Cyber-Attacks Are Changing, and Advisors Must Be Prepared
Thirteen More Charged in Relation to $1.2 Billion Woodridge Fraud
Thirteen more people have been charged in relation to a $1.2 billion Ponzi scheme that was shut down last year, according to WealthManagement.com. Along with the five unregistered brokers charged in August, these new defendants are accused of selling unregistered securities worth $350 million in total, the publication writes.
The Fines and Deals of the Woodridge Defendants
Fintech and Data Rules Could Fuel Client Competition
Right now, there is a lot of interest and investment in financial technology, with over $31 billion in global investment last year alone...
How to Prepare for A Tech-Vendor Switch
Advisors must consider many details when switching technology vendors, and proper preparation is key for a smooth transition