As you can tell, fraudsters and scammers love to steal identities. If you're like me, you know more than one person whose social security number or personal information has been stolen and illegally used. Wise adults take precautions. We protect our credit card numbers, freeze our credit bureau accounts, never follow an email link without…

While it wasn't a big week for deals in the registered investment advisor space, there were some notable moves that impacted the RIA space. Dynasty Financial Partners, for example, announced several reshuffles of senior executives, the hiring of a new chief operating officer and the creation of the new roles of chief growth officer and…

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At the 10th Annual Wealth Management Industry Awards, Marissa Herr, Head of Technology Consulting at Fidelity Investments discusses her firm's commitment to continually improving the client experience in a variety of ways, such as: staying on the cutting edge of technology integration. Source link

Hear as Martin Tarlie, Head of Product at Nebo Wealth, shares his vision for the future of investing. Source link

(Bloomberg) — Citigroup Inc . and Apollo Global Management Inc. are teaming up in the fast-growing private lending market, agreeing to work together on deals worth $25 billion over the next five years. According to a statement first seen by Bloomberg, the two Wall Street heavyweights have reached an exclusive partnership to arrange financing for…

At the 10th Annual Wealth Management Industry Awards, Brian McLaughlin, President of Orion Advisor Technology discusses the various technology products and services his firm has to offer that help advisors thrive and, in particular, the focus of Orion in the development and maintenance of AI tools. Source link

At the 10th Annual Wealth Management Industry Awards, John Mackowiak, Chief Revenue Officer at Advyzon discusses the limitations of traditional, fragmented technology stacks and the efficiencies that his firm's proprietary technology tools provide to its users. Source link

Financial advisers' outlook on the state of the economy fell last month to its lowest point year-to-date, although they have a much more positive view of the near-term health of investment markets. According to the monthly adviser opinion index, the view of the economy from registered investment advisers fell by 7.4% and recorded a “neutral”…