We're so excited to be the strategic partner for an exclusive CTO Think Tank on May 21st at the 2023 WealthStack conference. We're bringing together top CTOs and technology decision makers from across the industry (RIAs, IBDs, and more) to share their insights and around the biggest challenges and opportunities in wealth management. Don't miss The...
Our customer left their broker dealer and made a strategic decision to take more control of their clients and client information. The firm needed a new set of technology solutions to achieve this vision.
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.
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?
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.
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
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
Ransomware attacks are on the rise, and John O’Connell of Oasis Group points out that the costs for businesses can include not just the ransom, but reputational damage or even having the data of the company or its clients sold on the dark web. investmentnews
Ransomware attacks soared 158% in North America last year and 300% in the US. Ransomware industry growth driven by remote work, inadequate training, and rising cryptocurrency prices. Wealth management firms can be attractive to ransomware groups. The recent ransomware attack by DarkSide on the Colonial Pipeline highlights how crippling ransomware attacks can be on a...