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Keyword: Technology

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Regulator lays out plans to enhance guidance to address evolving technology risks

man reading tablet and writing on paper

At the FMFD's digital conference, a litigation expert discussed data privacy tips and why communication with seniors is paramount

Block Chain word with icons as vector illustration

Three companies will go head-to-head, with April 20 launches

  • By: Katie Keir
  • April 16, 2021 April 20, 2021
  • 14:03
work from home

Greenwich Associates reports that the shift to digital has enhanced efficiency, despite compliance headaches

advisor and client meeting

Regulators will expect an advisor’s analysis to be documented and sufficiently thorough

advisor client technology

There are more tech tools than ever before, but clients still value the human touch

  • By: Katie Keir
  • March 22, 2021 March 19, 2021
  • 00:07
financial risk

Editorial: What should returning to normal look like for the investment industry?

  • By: IE Staff
  • March 22, 2021 March 19, 2021
  • 00:02
laptop with steel security lock. password

The tax agency has cited possible email phishing schemes

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

All accounts will be transferred by June 2021

  • By: IE Staff
  • March 4, 2021 March 4, 2021
  • 14:29
work from home

If you rushed into working from home, your systems may be vulnerable