View Online

JANUARY 29, 2019

TECHNOLOGY

TDAI, cleverDome Partner to Protect Client Data

Davis Janowski and Samuel Steinberger

The partnership presents a new paradigm in security for protecting client data online.

FULL ARTICLE

ADVERTISEMENT

ETFS

Inside ETFs Q&A: Why Francis Rodilosso Likes Niche ETFs

Dan Weil

The head of fixed-income ETF portfolio management at VanEck explains why he isn't so keen on actively-managed bond ETFs.

FULL ARTICLE

SPONSORED CONTENT

Making the Break

Sponsored by BNY Mellon's Pershing

Successful breakaway RIA firms reveal the catalysts behind their shift to independence.

DOWNLOAD WHITE PAPER

TECHNOLOGY

2019: The Year of the Resurgence of the Financial Advisor, With Technology’s Help

Clara Shih

In these turbulent market times, technology advancements used to amplify advisors’ human touch will matter more than during bull markets.

FULL ARTICLE