Subscribe to the Smarsh Blog Digest

Subscribe to receive a monthly digest of articles exploring regulatory updates, news, trends and best practices in electronic communications capture and archiving.

Smarsh handles information you submit to Smarsh in accordance with its Privacy Policy. By clicking "submit", you consent to Smarsh processing your information and storing it in accordance with the Privacy Policy and agree to receive communications from Smarsh and its third-party partners regarding products and services that may be of interest to you. You may withdraw your consent at any time by emailing privacy@smarsh.com.

WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards

WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards

Read more on wealthmanagement.com
Five Things to know for Friday: A long-awaited sentencing, and a beloved Blazer returns, kind of

Five Things to know for Friday: A long-awaited sentencing, and a beloved Blazer returns

Read more on bizjournals.com
Portland tech company brings 240 employees back to its downtown HQ

Portland tech company brings 240 employees back to its downtown HQ

Read more on bizjournals.com
5 tips to help advisory firms keep off-channel communications compliant

5 tips to help advisory firms keep off-channel communications compliant

Read more on financial-planning.com
New Regulatory Fines Prove Financial Firms Must Improve Oversight Of Off-Channel Communications

New Regulatory Fines Prove Financial Firms Must Improve Oversight Of Off-Channel Communications

Read more on wealthsolutionsreport.com
Five Things to know for Friday: A long-awaited sentencing, and a beloved Blazer returns, kind of

Five Things to know for Friday: A long-awaited sentencing, and a beloved Blazer returns, kind of

Read more on advisorhub.com
Take off, TikTok! Advisors still Americans’ top source for financial advice

Millennials in a Northwestern Mutual study say they turn to flesh-and-blood financial advisors for guidance over all other sources.

Read more on investmentnews.com
Untangling Meta Threads for Financial Services

By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter, Threads. The path to 30 million users within its first 18 hours from launch is staggering.

Read more on dwealth.news
The New World of Compliance

Each day, wealth management firm executives, home office staff, advisers and everyone in between are sending an increasing number of digital messages to one another, to business partners and clients.

Read more on advisorhub.com
Black CEO Of The Year Shares On Inspiration And Diversity

Black CEO Of The Year Shares On Inspiration And Diversity

Read more on wealthsolutionsreport.com
Compliance Rescues Firms And FAs From Crypto Dumpster Fire

For Experienced Wealth Management Compliance Professionals, Crypto Always Had Less Value Than Hill Of Magic Beans As we ring in the new year, I have a question for our readers: Would you ever like to be the dumbest smart person in the room?

Read more on wealthsolutionsreport.com
Leader Board: 32 new Portland-area executives you should know (Q4 2022)

Leader Board: 32 new Portland-area executives you should know (Q4 2022)

Read more on bizjournals.com
Transitions, Transactions & Promotions: Mercer Acquires Billion Regis As DeVoe Updates M&A Forecast

Transitions, Transactions & Promotions: Mercer Acquires Billion Regis As DeVoe Updates M&A Forecast

Read more on wealthsolutionsreport.com
Advisor Tech Talk (12/6/22)

Today in advisor tech news we have appointments and hires at Broadridge and its AI subsidiary, LTX. Compliance tech Smarsh announced a new chief financial officer, while J.P. Morgan launched a client portal-like feature integrated with its Chase app.

Read more on dwealth.news
Tech Moves: Armoire, Esper and Smarsh add leaders; Dutchie hires Toast exec as CEO

Tech Moves: Armoire, Esper and Smarsh add leaders; Dutchie hires Toast exec as CEO

Read more on geekwire.com

Get a Quote

Tell us about yourself, and we’ll be in touch right away.

Smarsh handles information you submit to Smarsh in accordance with its Privacy Policy. By clicking "submit", you consent to Smarsh processing your information and storing it in accordance with the Privacy Policy and agree to receive communications from Smarsh and its third-party partners regarding products and services that may be of interest to you. You may withdraw your consent at any time by emailing privacy@smarsh.com.

Contact Us

Tell us about yourself, and we’ll be in touch right away.