Will they hike or won’t they? Find out how to cut through interest-rate noise. Build better fixed-income portfolios that meet client needs for potential income, stability, flexibility, and more.Download An Insider’s Guide to Bond Opportunities now.
When most people think of information security, they think cybersecurity. But that’s far from the only threat. Did you know last year that 22% of large data leaks were paper based? Every time a document or form is copied, scanned, printed, or faxed —personally identifiable information can be accidentally exposed. And with the 2013 identity theft “red flags rule,” (Regulation S-ID) smart wealth managers are on notice. All registered financial firms that directly or indirectly hold transaction accounts for their clients must develop and implement an Identity Theft Protection Program (ITPP) or face fines. In this complimentary white-paper, Nuance outlines, in ten easy steps, the ten best practices they see every day that help our customers gain control of their paper document processes.