Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
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?
TradePMR has issued a warning in a new white paper to Registered Investment Advisors (RIAs) – it's time to understand who owns your client data or lose access to valuable data and potential firm valuation.
RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have.
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
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?
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.
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.
Prep for ransomware attacks or be ready to pay the price. Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisors make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
