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 data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
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.
Doug Heikkinen has John on his podcast to discuss: Things to be aware of when deciding whether to buy or build software. What advisors should keep in mind about cybersecurity. When you should consider building proprietary software. Recorded at the MarketCounsel Summit 2021 Advisorpedia
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.
John joins a round table discussion of Your Digital Marketing Presence for financial services and wealth management firms with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisors make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
John joins Nicole Casperson as he discusses the risks of ransomware and how this rising threat should spark planning for wealth management firms and policies from their technology teams. Investment News, Tech Stack$, Fintech for Advisors podcast. Listen Now
John discusses your firm’s Unique Value Proposition and why it is so important for growing your financial services and wealth management firm with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. Watch Now
John discusses how to identify the value within your wealth management firm on this episode of Insights for Independence. Listen to the Interview
