February 7, 2023 – We have all been victims of digital attacks from hackers attempting to obtain our personal information for their benefit. It’s now part of our everyday life, but that does not mean we should be relaxed about staying diligent and protecting our data. It’s not any different in the wealth management business, where we walk a fine line to ensure our clients receive the best client experience while keeping their data protected and private.
One constant topic of discussion at Robertson Stephens is whether to include account numbers on quarterly investment reports or not. While we are fortunate to have a reporting platform that allows our advisor teams the option to choose, having this choice has caused some decision anxiety among them. Here is how we help them make the best decision for our clients.