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.”
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Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
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Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
