Entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward, investment manager, discusses how this new space age might impact investment in this episode of Baillie Gifford’s podcast ‘Short Briefings on Long Term Thinking.’
The regulatory burden on advice businesses continues to grow and grow. Firms are therefore increasingly using technology to help them meet their compliance obligations.
Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats? We've created a checklist to help your due diligence, along with a whole host of cybersecurity resources.
Cybersecurity is among the top three business risks for large advice firms according to Nextwealth's Financial Advice Business Benchmarks 2021. The sophistication and frequency of scams increased dramatically through Covid making protecting clients and client data a priority for many firms.
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