Jeff is a wealth manager in a large city in the United States. He works for a medium size RIA, is assisted by a team of support staff and manages 75 client relationships. Jeff wakes early at 5am. As is his routine, he checks his work email to make sure everything is lined up … Continue reading Avoiding the Perfect Storm in Communication: A Day in the Life of a Wealth Manager
Technology innovation is happening quickly. Career-long financial advisors can tell you stories of how they created and updated financial plans using the stock market data page of the Wall Street Journal when they were starting out. They had to rely on their fax machine to quickly transfer data to clients and speaking on the phone … Continue reading Compliant mobile communications: The next phase in the advisor-client relationship
The best companies have people who aren’t afraid to be authentic. Stuart Browne is just that. Being educated across two continents, having travelled to 29 countries, and an avid player of squash, he brings dynamic business and life experience to his new role at CellTrust. I sat down with Stuart to find out more. 1. … Continue reading The real story of Stuart Browne, Chief Corporate Development Officer of CellTrust
Roughly 200 million Americans—about 79 percent of the population—own a smartphone, comScore says. Since 2010, the amount using those devices to follow political campaigns on social media has more than doubled to almost one third of registered voters, according to Pew Research Center. Those figures highlight why savvy campaigns are increasingly mining unstructured data from … Continue reading The State of Social Media, Smartphones & Politics
Text messaging has been around for more than 20 years, but is now just hitting its stride when it comes to business communications. Initially used as a way for consumers to send brief messages or images to friends, texting is finally being viewed as a powerful tool to help businesses better connect with their customers. … Continue reading How Brands Use SMS to Improve Customer Service
In recent years, the government sector has become increasingly impacted by the evolution of technology. From smart phones to social media, and now wearables, it is easier than ever before for the public to keep a close eye on their local government officials. Today, with the U.S. Transparency in Government Laws “Sunshine Laws,” all forms … Continue reading Sunshine Laws: New Light on Texting & Public Information
In a cascading pattern of modernization, the U.S. federal government and healthcare accreditation bodies are building in guidelines for secure messaging. The most recent Certification Companion Guide (CCG) issued by the Office of the National Coordinator includes guidance on secure messaging between providers and patients. Specifically, the criteria that need to be met include separate … Continue reading Secure Messaging Gets the Green Light in Healthcare
(excerpt from the Association of Corporate Counsel, Docket, March 2016) Very little occurring in global commerce nowadays seems to be getting more visibility or having more impact than what is occurring in the European Union (EU) with data protection laws and regulations. (If you want to know more about the historical European approach to data … Continue reading The General Data Protection Regulation
I recently had the pleasure of representing the Association of Corporate Counsel by moderating a panel at the National Bar Association conference in Scottsdale, AZ. The panel, “Understanding Cybersecurity Risks: Issues & Trends,” included four exceptional speakers: Marcus A. Christian, Partner, Mayer Brown LLP; Lillian S. Hardy, Counsel, Hogan Lovells; Antonio D. Robinson, Vice President, … Continue reading Are You Prepared in the Case of a Data Breach?