*NOV/DEC 2021 Newsletter – Celebrating Our 30th Anniversary!! Digitalization of Wealth Mgmt, Shop Online Securely, Tech & Ops Trends in Wealth Mgmt, Phishing Attacks Guide, Avoid These CyberSecurity Pitfalls, Affinity Data Repository for Advisors December 9, 2021 David Gemma Posted by David Gemma on December 9, 2021August 1, 2022 Financial Services & Technology News Read the November/December 2021 Newsletter >Don't get our newsletter? Subscribe here! Aggregate all your clients' assets and present a powerful visual story with Affinity Data Repository for Advisors and Power BI Dashboards!