About the author: Charles Tomlinson | SmartBlogs

Charles Tomlinson Charles Tomlinson edits SmartBrief newsletters on insurance, finance and legal matters. He served previously as a newspaper editor in South Carolina.

The financial-services sector needs to strengthen its information-sharing network to learn more quickly of threat data and thereby stay ahead of hackers, said panelists at the recent SmartBrief Cybersecurity Forum in New York City.

Cybercriminals are colluding and collaborating frequently, which creates a crucial need for the industry to work more closely together on a regular basis, said George Rettas, managing director and chief of staff, Global Information Security Department — Information Protection Directorate, Citigroup.[…] Continue Reading »

Collaboration between the financial services industry and government entities has increased in response to rapidly evolving cybersecurity threats, but both sides agree there is room for improvement. Experts at the SmartBrief Cybersecurity Forum in New York City on Tuesday identified increased information sharing and the enactment of legislation already making the rounds on Capitol Hill as two ways to enhance the security of today’s financial markets.[…] Continue Reading »

People who suffer from an emotional hesitation toward prospecting can overcome their “sales-call reluctance” with an awareness of the issue and strong coaching to help them change their mindset, says coach, trainer and speaker Connie Kadansky.

An e-mail to Kadansky from an employee of a major financial-services firm described a struggle with call reluctance. The person had doubts about ever finding success in a financial-services career because of being “wired the wrong way,” not because of laziness or a lack of knowledge, she says.[…] Continue Reading »

APPrise Mobile’s platform for investor-relations communications is designed to help companies, whether large or small, create native applications that supply the target audience with a wealth of crucial information, said Jeff Corbin, APPrise’s founder and CEO.

“Public companies needed a communications solution to inform or ‘apprise’ their investors on their mobile phones and tablets,” Corbin said in an e-mail interview.[…] Continue Reading »

Advisers need to proactively review clients’ annuities that are within individual retirement accounts to avoid “traps” by ensuring required minimum distributions are being taken properly, said Jeffrey Levine of Ed Slott and Co.

IRA or Roth rules trump annuity rules when an annuity is within an IRA, Levine explained Monday at the National Association of Insurance and Financial Advisors’ Career Conference and Annual Meeting in San Diego.[…] Continue Reading »