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Morgan Stanley partners with data aggregator
Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.
To be a success in 2017, here's what advisers need to do
Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.
Morgan's data breach: A call for greater scrutiny
The SEC found that auditing or testing would likely have revealed deficiencies in controls that allowed an employee access to client information at the wirehouse, says leading compliance expert Alan Foxman.
Alan J. Foxman