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Industry Overview
20 October 2020

The Future of WealthTech Security: Trends to Follow

by INSART

The Future of WealthTech Security: Trends to Follow

To straighten out security issues, we asked WealthTech experts with proven track records to comment on the biggest trends in cybersecurity in 2020.
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Guest Posts
11 February 2020

10 Questions to Ask Before Choosing a Custodial Relationship

by INSART

10 Questions to Ask Before Choosing a Custodial Relationship

Choosing a custodian relationship is one of, if not THE single most important decision any new registered investment advisor must make. David Coyle, Senior VP and Head of BisDev at…
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Expert Interviews
17 September 2019

Robert Seidman

Offering Manager at IBM Watson Financial Services

by INSART

WealthTech Insights #70 with Rob Seidman. Should a Wealth Management Firm Do Cybersecurity?

With Robert Seidman, Offering Manager at IBM Watson Financial Services, we discuss data security issue in WealthTech. Should they rely on counterparties to secure systems and data or tackle cybersecurity…
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