SmartBrief Originals
News and original analysis on the finance and accounting sectors.

Segmentation efforts should help an advisory firm better understand its clients' needs, an expert said at the Schwab IMPACT 2018 conference.

The increased estate tax exemption is creating a need for specialized skill sets among financial planners, an expert said at the Schwab IMPACT 2018 conference.

Alternative investments essentially are “less constrained active management” that expands opportunities to drive performance, a Schwab IMPACT 2018 panelist said.

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Experts discuss the future of data security in finance.

Smarsh compliance survey results

Smarsh releases annual e-communications compliance survey

Regulators and fintechs weigh in on fintech regulation.

Electronic trading has benefited the fixed income markets but still has a great deal of room for growth and improvement, said panelists at SIFMA's 2018 Annual Meeting.

Volatility likely to reach capital markets eventually, experts say

Capital markets haven't shown much of a response to economic volatility, but that is likely to change, said panelists at SIFMA's 2018 Annual Meeting.

SIFMA Annual Meeting Libor panel

Industry groups are working on adjustments made when Ibor alternatives are used as fall-back rates, said panelists at SIFMA's 2018 Annual Meeting.

As the internet of things becomes more fully realized, there are new possibilities for insurable transactions, and insurers must determine how they will participate in the new world of risk.

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Vectra finds increase in hidden tunnel cyberattacks against financial services firms

Hackers are targeting financial services more than any other industry.

Pershing INSITE 2018

What do vodka and espresso have to do with the US economy?

AICPA cybersecurity

New poll shows corporate boards pursuing increasing oversight of cybersecurity programs.