As the new year approaches, it’s a good time to look back and evaluate what blog posts and topics have resonated most with our readers. It’s also a convenient way to get caught up on the top posts, if you missed them.
A comprehensive view of your client makes you a better advisor
Advisor Guide to Online Security
Hackers are regularly in the news these days for attacks on large business and government websites. However, it’s not just large organizations that are being targeted. Financial advisors – and their clients – are the targets of regular hacking attacks as well. In this short guide to online security, we show you ways to protect your clients' security and privacy by protecting yourself.
Preparing for the digital future of financial product distribution
Digital technology is not only transforming how we communicate and stay informed, it is also reinventing how we shop and purchase products and services – including financial products and advice. To better understand what lies ahead, let’s take a brief look at some industries that are further along in this digital transformation.
