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ThinkAdvisor

TechCenter Reporter

Jan 19, 2019

News

SEC Charges 9 in Edgar Hack

By Melanie Waddell

The SEC alleges that after hacking newswire services, Ukrainian hacker Oleksandr Ieremenko turned his attention to Edgar. Read More

Fiserv to Buy First Data for $22B, Forming Payments Giant

By Jenny Surane and Ben Foldy

The deal, one of the biggest financial mergers in a decade, will create the world's largest payment processor. Read More

Commentary

Here's What AI Can Do for Advisors

By Andrew Brzezinski

AI can help advisors work smarter and provide more value to clients, but it isn't the answer to every problem. Read More

News

Crypto's Big Theft Problem Prompts Safer Way to Trade

By Matthew Leising

Almost $1 billion worth of cryptocurrencies was stolen in the first nine months of last year, according to blockchain... Read More

News

Envestnet Says Yodlee CEO to Depart

By Janet Levaux

Envestnet says Yodlee's sales have nearly doubled since it purchased the firm. Read More

News

Advisors Must Embrace Tech to Keep Competitors at Bay: CFP Board

By Melanie Waddell

Digital Advice Working Group offers advisors three pieces of digital advice as they head into the new year. Read More

Save the Date

Private Client Forum Americas

Join us for the 2019 Private Client Forum Americas at the luxurious Pelican Hill Resort in Newport Beach, CA, on March 27-29 as we unite the most senior and elite advisors to HNWIs and UHNWIs to discuss the most timely and concerning issues across the Americas, with an outlook on the rest of the world. Learn More

Resources

The Financial Advisor's Guide to Compliant IM and Collaboration

Sponsored by: Smarsh

Instant messenger makes it easier to communicate, but also runs the risk of violating regulations if you’re not careful. Learn how to connect, yet still remain compliant. Learn More

Why Compliance Officers Should Say 'Yes' To Text

Sponsored by: Smarsh

The new generation of clients and employees want to communicate through text messaging. Learn how your firm can make changes to accommodate this preference. Learn More

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