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MARCH 5, 2018

TECHNOLOGY

Morgan Stanley Names New Head of Wealth Management Technology

Michael Thrasher

The former head of technology left the firm for Greg Fleming's Rockefeller Capital Management

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ETFS

Vanguard Begins to Blend Media, Tech and Telecom Stocks

Todd Rosenbluth

When ETF holdings are not static, evaluating them based on past performance is a lot less relevant.

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The Truth About Cybersecurity

Sponsored by United Planners

When it comes to securing critical data, what advisors don’t know can hurt them.

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TECHNOLOGY

Orion Adds Alternative Investment Platform

Michael Thrasher

Advisors will no longer have to manage data in Excel.

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