Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may be readily accessible to your business, other data may be harder to get your hands on.
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered Investment Advisors (RIAs) – it's time to understand who owns your client data or lose access to valuable data and potential firm valuation.
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have.
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
The Practical Applications of Data for Your RIA
Are you ready to unlock the power of data for your RIA? First things first, let’s figure out what data you have access to and what data your firm actually owns?
US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of cyberattacks emanating from Russia, and both the SEC and FINRA echoed those concerns in notices to the public.
Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised by the highly sophisticated cyberattack against T-Mobile systems. Learn what financial advisors should do to be proactive to protect their clients after the cyberattack.
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisors make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
7 Tips for Writing a Unique Value Proposition
In the article 7 Tips for Writing a Unique Value Proposition, John O’Connell discusses how to stand out from the crowd with a unique value proposition.