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.”
Global survey reveals tailwinds for active ETFs and alternative strategies, plus a turning point in cost-conscious investing.
The top-ranked IBD giant is looking to bolster its workforce with thousands of new independent advisors, representatives, and interns.
The restrictions on certain money-market products mark the latest development in the ongoing turf war between ETFs and mutual funds.
Up to 700 employees have reportedly accepted the Trump administration's $50,000 incentive, raising questions about the agency's ability to function in the future.
The alternatives giant's latest enhancements smooth the way for clients to get hedge fund and private markets access.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
