United Planners Financial Services has adopted a cybersecurity solution that takes its platform off the open internet and puts it on a private network.
The solution, cleverDome, covers the transmission of data between the firm's vendors, advisers and staff.
“It enables essential cybersecurity controls and principles to be enforced, such as minimum endpoint device standards, protected cloud services, and no-trust access and communications,” Brian Kobel, a product manager at United Planners, said in a statement. “Additionally, we can say goodbye to the security and performance issues associated with traditional [virtual private network] services.”
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
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Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
