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Technology

COVID-19 Cyberthreats Loom
A host of threats, from phishing attacks to all manner of malware infection, have been on the rise throughout the course of the coronavirus pandemic. Advisors and financial services firms remain under threat, ranging from relatively simple attacks led by innocuous emails to sophisticated new malware.  See what you need to know today about protecting your business from cyberthreats.
 
Technology

Without In-Person Meetings, Some in Wealth Management Turn to VR
In the midst of the coronavirus pandemic, the wealth management industry is adopting virtual reality in a way that seemed largely out of reach not long ago.  See how the value of virtual is being leveraged across conferences and in client meetings.
 
Technology

Fintech: The Next Generation
For most of the last decade, fintech firms have been pushing a “best of breed” narrative—encouraging advisors to source the “best” technology solution from each category in the advisor workflow. Obviously, they are all (in their eyes) the best. Take a look at the next generation now.
 
Technology

FPA Rolls Out Cybersecurity Training Program
Despite the constantly increasing sophistication and number of threats to cybersecurity, advisors have had little in the way of training beyond frequent sessions on the topic held at conferences. Now, however, there is a certificate program being offered through the Financial Planning Association.  Catch up on this latest training program to find out what you might be missing.
 
Technology

WealthTech Winners Circle Podcast: How Innovative Technology Helps Financial Advisors
Most of us have access to online banking, which allows us to freely keep track of all of our financial information. But what about having online access to the different things we plan with our financial advisors?  Orion Advisor Tech's Eric Clarke and Kelly Waltrich explain how emerging financial platforms help their firm.  A not to be missed podcast!
 
Technology

Advisors’ Rebalancing Tech Being Put to the Test
Responding to client portfolios knocked out of whack by the market’s roller coaster ride has been more of a stressor for many firms than communicating with angst-ridden clients.  See what you might be missing in terms of technology upgrades and more.  Case study examples below.
 
 
 

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