Sponsored by United Planners Financial Services
These days, advisors must navigate an industry landscape that’s being reshaped by new regulations, demographic shifts and a surge in competition from alternative wealth management strategies. To keep pace with these changes, successful advisors increasingly have turned to tools such as software and other technology to boost efficiency and provide better service to clients. But while technology offers considerable benefits, it also poses a potential threat to advisors and their clients.
This white paper addresses:
• Building the right type of technology infrastructure for your firm
• What firms can do to reduce the risk of cyber attacks
• Proper steps to keep information safeguarded