Your firm is executing well – but you can get even smarter. Use these tips and your company will be saying, “Our ops team is so on top of it!” You’ll learn ways to simplify your daily operations that will make your clients (and your colleagues) much happier. Watch the replay now to get steps...
Cybersecurity continues to be a major challenge for today’s advisory firms, who must navigate not only increasingly sophisticated cyber threats, but also evolving regulations surrounding their cybersecurity policies. From his seat as a tenured technology consultant, John O’Connell, founder and CEO of The Oasis Group, has seen it all. In this webinar replay, John...
The Intention.ly & Friends Book Club brings together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry. Watch the replay now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to...
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.
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?
