Intelligence



The Flash Blog

Password Prefix for Dark Web Protection

Thursday, March 26 2020

Supplied by our friend Vincent Guyaux at FCI. Vincent supports advisors’ cyber issues on a daily basis. The Dark Web is a part of the internet hidden to most users and search engines. A 2019 study by Dr. Michael McGuires at the University of Surrey, shows that the number of Dark Web listings that could . . . Read More

Conversation Starters – Remote Work Cybersecurity

Thursday, March 26 2020

Marshall composed this piece with the help of the Beacon Team The COVID-19 pandemic has thrown many of you headfirst into establishing a remote work environment for large parts of your organization. Although these are temporary solutions at the moment, we believe Wealth Management firms will increasingly adopt alternate workplace options as a permanent component . . . Read More

The New Technology Enterprise Wealth Firms are Engaging: Robotic Process Automation (RPA)

Wednesday, March 25 2020

In the past year, we have seen RPA permeate into Enterprise Wealth firms. Recently, at FSI we heard a panel of technologists discuss how they are using RPA to streamline operational processes, save money, and improve multiple persona-based experiences. Last week, I had the opportunity to talk to Chris Mills, EVP of Kovack Securities. Chris . . . Read More

The New Normal

Tuesday, March 24 2020

Even before the race to zero commissions this past Fall, the industry has been striving to demonstrate and reinforce the value-added relationship of an advisor to investors.  The keystone of this relationship is, as it has always been, the extraordinary value of sound advice and coaching, particularly during times of market turbulence. But this advice . . . Read More

Ron’s Musings

Tuesday, March 24 2020

I recently saw a presentation by Rich Cancro, the CEO of AdvisorEngine, which was titled “The Change Hypercycle.”  This presentation envisioned a dizzying array of changes that will confront the advisor community, without even remotely considering the staggering life alterations imposed by our ongoing pandemic.  I believe that many of the changes envisioned by Rich . . . Read More