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.”
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
