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cleverDome and Silver Oak Securities to Provide Military-Grade Cybersecurity to Advisors and Representatives

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GILBERT, Ariz, Jan. 19, 2021 /PRNewswire/ -- cleverDome, Inc.™, a Phoenix-based B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information "Under the Dome"
TM (i.e. secure and off the open Internet), today announced an agreement with Silver Oak Securities, Inc. to move its entire partner and advisor business "Under the Dome," using the unique service provided by cleverDome. Silver Oak Securities is a rapidly growing firm based in Tennessee that has 130 offices across the U.S.
cleverDome
"Some wealth management firms have historically relied upon legacy processes and a technology adoption rate that lagged other industries," said Michael Hallett, CEO, cleverDome. "Recent events have drastically disrupted the market, catapulting advisors into a more remote and work-from-home model of interacting with clients. With face-to-face meetings not possible, advisors adapted quickly to support their clients and develop new relationships. For firms that approach this shift as a way to adopt further innovation rather than just a means to an end, it has opened doors to new opportunities - it has also opened up more vulnerabilities."

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Former PSE CEO chosen as FINEX President – Manila Bulletin

Published January 18, 2021, 5:30 AM
The Financial Executives Institute of the Philippines (FINEX) has elected lawyer Francis ED. Lim as its President for 2021.
Lim was the President and CEO of the Philippine Stock Exchange (PSE) from 2004 to 2010. It was during his stint at the PSE when he joined FINEX.
Francis Ed. Lim
Concurrent with his post at the bourse, Lim held key positions in various institutions such as the PSE Foundation, the Securities Clearing Corporation of the Philippines, the Capital Market Development Council, the Philippine Dealing and Exchange Corporation, and the Securities Investors Protection Fund.
Since then, he has served as President of the Management Association of the Philippines (MAP) and the Shareholders Association of the Philippines (SharePhil).

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Leading beyond recovery: Francis Lim at the helm of FINEX

January 15, 2021 | 9:30 am
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In its storied 53-year history, the Financial Executives Institute of the Philippines (FINEX) has had a number of lawyers serving as President of the country’s foremost finance organization. But never before has it elected a legal eagle with a stock market background until Francisco ED. Lim was chosen by his peers to lead FINEX in 2021.
Francis was the President and CEO of the Philippine Stock Exchange (PSE) from 2004 to 2010. During his stint at the PSE, he joined FINEX and held key positions in various institutions such as the PSE Foundation, the Securities Clearing Corporation of the Philippines, the Capital Market Development Council, the Philippine Dealing and Exchange Corporation, and the Securities Investors Protection Fund.

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