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Entries related to: digital-signatures-for-financial-advisors

How Financial Advisors Can Protect Clients’ Data from Fraud

Pem Guerry, executive vice president of SIGNiX, recently wrote an article for Investment News about using digital signatures to improve financial advisors’ fraud mitigation practices. In the article, Pem said:
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Digital Signature Expert to Speak at TechLeaders 2014

Pem Guerry, executive vice president of SIGNiX, will speak to financial advisors in a session called “E-Signature Myths—Busted!” SIGNiX, the global authority on secure digital signatures, announced that Pem Guerry, the company’s executive vice president, will present “E-Signature Myths—Busted!” at the TechLeaders 2014 conference in Irving, Texas, on April 2. Guerry will discuss the myths of e-signatures and the future of electronic signatures in the financial services industry.
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10 Reasons Financial Advisors Choose Digital Signatures

If you work as a registered investment advisor or broker-dealer, the idea of a paperless office probably seems pretty far-fetched. Instead, most financial advisors are bombarded by paper documents all day, every day. But you don’t have to go completely paperless to reap a lot of the benefits of a paperless office.
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SIGNiX to Exhibit at Technology Tools for Today (T3) Conference

E-signature company will promote partnership with Pershing at Technology Tools for Today (T3) 2014, a major industry event broker-dealers CHATTANOOGA, Tenn.—February 5, 2014—SIGNiX, the leading provider of secure digital signatures, today announced that it will exhibit at Technology Tools for Today’s 2014 Conference from February 10-12, where it will showcase its significant new partnership with Pershing.
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The Quest for Tomorrow's Affluent Clients Starts Today

Originally posted by Financial Services Institute  Take a look around: the faces—and needs—of the affluent population are changing. Greater diversity, emerging sources of wealth and other new dynamics require advisors to keep up. How can an advisor avoid becoming obsolete? To attract and retain the most valuable affluent clients in the coming decades, advisors need to recognize the changing dynamics of affluence and adapt accordingly. A report issued by Pershing LLC, Investor of the Future: The Quest for Tomorrow’s Affluent Clients Starts Today, is based on a study commissioned by Pershing and offers a glimpse at what today’s affluent client base looks like, gauges advisors’ perceptions of the broader market and predicts which clients may be most influential in shaping advisors’ businesses in the future.
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VIDEO: Advisors Need to Get Creative to Meet Boomers' Needs

Most of your clients probably have a picture of retirement that goes something like this—golf, beaches, vacations, relaxation. In fact, retirement portfolios usually focus on generating income to enjoy during the golden years. But as more Baby Boomers age and retire, Joseph Coughlin, and expert from MIT, says the longevity landscape is evolving, and portfolio construction strategies need to change with it.
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7 Things Financial Advisors Should Look for in an E-Signature Vendor

Financial advisors need to be careful when considering an e-signature vendor. The vendor doesn't just need to meet your needs for convenience, but the service should also produce documents that will be legally valid forever. Here are seven key factors to consider when you look for an e-signature provider. 
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SIGNiX Releases eBook “5 Reasons Financial Advisors Love Digital Signatures”

Leading digital signature company offers free eBook to educate financial advisors about the benefits of e-signatures for broker-dealers and registered independent advisors. CHATTANOOGA, Tenn.—September 12, 2013—SIGNiX, the leading provider of secure digital signatures, has released an eBook titled “5 Reasons Financial Advisors Love Digital Signatures” to give broker-dealers and registered investment advisors everything they need to know about how digital signatures can streamline operations and ease compliance burdens.
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7 Pros and Cons of Electronic Signatures for Broker-Dealers

In an age when electronic signatures are gaining steam in the broker-dealer space, it’s easy to get swept away by the desire to get documents signed online in minutes.
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Are Electronic Signatures SEC/FINRA Compliant for Financial Advisors?

Electronic signatures have been considered legal in the United States since 2000. But financial advisors also have to worry about complex compliance issues. Broker-dealers thinking of adopting electronic signatures need to ensure that the technology they choose is SEC/FINRA compliant.
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