Text Messaging in Wealth Management: What Advisors Should Be Aware of
As a financial advisor, helping clients make sound financial decisions and avoid potential risks is your top priority; in some cases, this may require…
Continue ReadingCompliance, eDiscovery and Email Management
As a financial advisor, helping clients make sound financial decisions and avoid potential risks is your top priority; in some cases, this may require…
Continue ReadingThanks to its low cost, cross-device support, international coverage and end-to-end encryption, WhatsApp has become the world’s most popular mobile …
Continue ReadingMicrosoft Teams has become a staple for organizations everywhere, offering them a fast and convenient way to communicate, whether it’s over chat, ph…
Continue ReadingThe US Securities and Exchange Commission (SEC) has fined companies for using text messages to communicate with their clients in instances where it vi…
Continue ReadingThe reality of our digital age is the fact that more than 4.2 billion people use email, with approximately 300 billion emails being sent every day.
Continue ReadingBank statements, insurance documents, contracts, permits and licenses, personnel files and more — there’s a seemingly endless stream of important …
Continue ReadingWhether you’re an administrator at a preschool or a postsecondary institution, you’re likely all too familiar with the amount of physical and digi…
Continue ReadingIn order to become more efficient, better support their constituents’ needs and meet the demands of a modern society, federal agencies need to embra…
Continue ReadingData privacy legislation has been making the news in recent years, though only four states have comprehensive consumer laws in effect — California, …
Continue Reading