News, Webinar
The Practical Applications of Data for Your RIA
Are you ready to unlock the power of data for your RIA?...
News, Speaking
US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of...
White Paper
The Implications of T+1
Many firms have yet to start their planning for the eventual move...
Speaking
Buy Versus Build in Advisor Software
Doug Heikkinen has John on his podcast to discuss: Things to...
News, Speaking
Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised...
News, Speaking
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware...
Speaking
Investment News Tech Stacks: Ransomware Risk Should Spark Policies and Planning
John joins Nicole Casperson as he discusses the risks of ransomware and...
White Paper
The Colonial Pipeline Ransomware Attack: A Wake-Up Call for Wealth Managers
Ransomware attacks soared 158% in North America last year and 300%...