cyber security failures

Top 5 Cybersecurity Failures in Financial Services

On April 1st, President Barack Obama declared that cyber-attacks constitute a national emergency and issued an executive order sanctioning the finances of foreign-based digital intruders. The president’s announcement was no April Fool’s Day joke. Cybercrime caused  $445 billion in damages globally last year, according to a report by the Center for Strategic and International Studies, a […]

estate planning

5 Epic Hollywood Estate Planning Fails

Hollywood is a dreamscape where unknowns venture to become movie stars and millionaires. Few make it and unfortunately, those lucky few who are catapulted into stardom often condemn their loved ones to near-eternities of easily avoidable litigation. More often than not, with millions of dollars raining down upon them, actors often become casualties of sloppy […]

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

Update: We just posted our 2017 review of the Top 4 Financial Planning Applications for Advisors including eMoney Advisor, MoneyGuidePro, Navicent and Advizr. As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create […]