Tag - Cybersecurity

The Dangers of Disparate Data: Leveraging Technology to Consolidate Sensitive Information, Maintain Compliance and Better Protect Your Firm

Why do so many RIAs have compliance data stored in different places? From HR to planning software to client documents on shared drives, disparate data can be perilous from both a cybersecurity and a compliance standpoint. As cyber threats evolve along with regulations regarding cybersecurity policies, RIAs need to take action to maintain compliance and better...

October 24, 2023By Speaking, , Comments OffRead more...

Every Wealth Manager Needs to Know About MOVEit

The MOVEit breach effects the clients of every wealth manager in America. This article not hyperbole or written to scare the reader. This article will cover: Defining the breach in executive terms, the meaning of the breach to your clients and your firm, the steps you can recommend for your clients today, and the steps...

September 18, 2023By Vantage Point, , Comments OffRead more...

Protecting Your Firm: The Power of People, Process, and Technology

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 and guest Adrian...

August 23, 2023By Speaking, Comments OffRead more...

Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel

Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/ -- Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of...

July 18, 2023By News, Comments OffRead more...

T3 2023 Interviews: Technology and Cybersecurity Should Work Hand in Glove

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.In this podcast episode of The White Report, Danielle...

April 26, 2023By Speaking, Comments OffRead more...

Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients

Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that their firm and their clients are safe from this growing threat? In this TradePMR article, The Oasis Group CEO and Founder, John O'Connell, discusses the four crucial pillars for your cyber program.  Download the White Paper Read the Full Article

April 11, 2023By Article, White Paper, 0 CommentsRead more...

TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper

TradePMR has published a new white paper for Registered Investment Advisers (RIAs) which addresses a critical issue facing the industry: cybersecurity. The report titled, “Understanding Cybersecurity and Mitigating Risk,” discusses the history of cybersecurity regulations, components of an effective RIA cybersecurity program, and the potential impact proposed legislative changes could have on a firm’s cybersecurity...

April 4, 2023By Article, Comments OffRead more...