RobustWealth Makes a Splash in Family Wealth Report
On Tuesday, October 17th, the RobustWealth executive team made quite a splash in Family Wealth Report with two articles featuring our executive team members, CEO, Rick Frisbie as well as our CTO, Chris Kerins.
The first article featured Rick as a guest author in a piece titled “Is Your Robo a Smart Trader?” The article focuses on how the robo market is currently inundated with an overabundance of digital wealth management platforms which is not projected to slow anytime soon. With this heavy traffic of robo platforms, it is important for Advisors to know what to look for in a platform. Rick suggests that Advisors look for their robo to offer these 6 things:
- Tax-cognizant trading
- Cost-effective trading
- Open architecture
- Asset allocation framework flexibility
- Completion portfolios
The second article from today features our CTO, Chris Kerins and is titled, “IT Users Must Change Mindset To Foil Cyber-Criminals, Say Industry Practitioners“. This article comes in the wake of the two recent Equifax breaches and serves as a call-to-action for Advisors to ensure their clients are properly protected. Chris suggests that education is the biggest take away from the recent breach. Making sure that your clients, staff and third-party vendors are properly educated is essential. A safe bet during these times, he suggests, is credit freezing; “A credit freeze is a tool that allows a user to restrict access to his or her credit report, which in turn makes it more difficult for identity thieves to open new accounts in a person’s name. Such freezes don’t affect a user’s credit score (a vital point) and don’t prevent users from obtaining a free annual credit report.”
Please refer to www.robustwealth.com disclosures. Views are only opinions and not guaranteed to be accurate.