Lessons Learned From the Redtail Data Breach
A Redtail presentation at an advisor conference.
Redtail’s CEO opens up about the data breach, how it affected his outlook on cybersecurity and the changes his firm has made since.
Read MoreFiltering by Tag: Business-to-business
Does the Visa-Plaid Deal Mean Advisors Lose?
Image courtesy of Plaid
Visa's Plaid purchase certainly beefs up legitimacy for account aggregation, but Quovo might become a smaller piece of the pie under new ownership.
Read MoreWhere elite advisers are flocking to
Here's a business-to-business look at where elite financial advisers are moving to when switching firms, as seen in Financial Planning. Most noticeably, independent firms and regional broker-dealers are increasingly appealing options among top talent.
Read More