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How advisors and firms can use tech to future-proof the business

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

Joel bruckensteinNick covyeauJames vermillionChris zuczekMeen choi arizentTechnology tools for todayEmlen miles mattinglyNext wealthFinancial planningMicrosoft teamsPrivate wealthTech surveyPractice and client managementData and information managementWealth managementFuture proof 2022

8 wealth management takeaways from Arizent s latest technology research

Developing a future-ready tech strategy can push innovation, growth and your organization forward.

Brad rothKyle wiggsFinancial planningPractice and client managementFuture proof 2022Wealth managementData and information management

How RIAs and financial advisors can bulk up on cybersecurity

There are three basic steps that other financial firms have already adopted in larger numbers than wealth managers.

United kingdomBrian edelmanPhil coniglioJim attawayMeen choi arizentSid yenamandraJessica penovichGary genslerTony brumleyCambridge investment researchAdvisor groupMicrosoft officeConsulting services scott lamontFinancial servicesCetera financial groupFinancial planning

FactSet buys CUSIP Global Services from S&P Global

FactSet will become the CUSIP system's second operator on behalf of the American Bankers Association.

United statesJonathan reeveScott preissDouglasl petersonPhil snowTechnology solutionsTechnology solution annual subscription valueGlobal servicesEuropean commissionAmerican bankers associationSet contentBankers associationM amp aData and information management

GAO report studies SEC oversight of FINRA | Financial Planning

The regulator’s frequent reviews display shortcomings in three different areas, according to a new GAO report.

United statesMichael clementsEnforcement divisionDivision of examinationsSecurities exchangeDivision of tradingAmerican securities administrators associationUs government accountability officeDodd frank actSecurities exchange actAccountability officeMichael canningRegulation and complianceRegulatory reformData and information management

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