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).
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.