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!
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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?
Understanding Data and How to Unlock it’s Value
As the financial advisory industry has become increasingly digital, the threat of cyberattacks and data breaches has significantly increased. A set-it-and-forget-it approach to cybersecurity is no longer sufficient for modern registered investment advisors (RIAs).
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.
The Implications of T+1
Many firms have yet to start their planning for the eventual move to T+1. This is a large risk to their business and is likely to result in increased costs to achieve compressed time frames resulting from their delay to act.
Buy Versus Build in Advisor Software
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
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.
Your Digital Marketing Presence
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