4 min read
Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients
Four Crucial Pillars for Your Cyber Program
Topics:
FinTech
Data
Registered Investment Advisor
Cybersecurity
5 min read
Read the Fine Print: Three Key Components to Your RIA Custodian Agreement
Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business. Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other ...
Topics:
RIAs
Data
Pricing
RIA Custodians
Cybersecurity
RFP
RIA Fees
4 min read
Do You Own Your Client Data? You May Be Surprised by the Answer.
Not All RIA Custodians Approach Data the Same Way. Do you own your client data? This can be a loaded question for many RIAs.
Topics:
Financial advisors
RIAs
Technology Tools for Today
Data
Custodial Service Providers
RIA Custodians
6 min read
Data Could be the Key for RIAs Navigating a Down Market
How advisors can mitigate risk and strengthen client relationships throughout periods of volatility. Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a ...
Topics:
Financial advisors
RIAs
Wealth Management
Data
RIA Data
Custodial Service Providers
RIA Custodians
Market Volatility
5 min read
Democratization of Custodian Data: Bringing Enterprise-Level Insights to Every RIA
Amazon, Google, and Apple use it – what can data do for your RIA firm? Did you know that Amazon collects around one exabyte of purchase data from its customer base – an exabyte equates to around one billion gigabytes.1 In short, they have a ton of ...
Topics:
Financial advisors
RIAs
Data
Custodial Service Providers
RIA Custodians
4 min read
How Advisors Can Strategically Leverage Their Data
It is not surprising that RIA firms capture and have access to an enormous amount of data about their prospects and clients. Many advisory firms capture a large amount of client data during their initial discovery process with the client, and that ...
Topics:
Financial advisors
FinTech
Joel Bruckenstein
RIAs
Data
John O'Connell
4 min read
TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data
Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?
Topics:
Press Release
Joel Bruckenstein
RIAs
Advisor Technology
Data
RIA Data
2 min read
Do You Own Your RIA Custodian Data? Let’s Find Out
Download our Data Questions Worksheet Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Topics:
FinTech
Joel Bruckenstein
RIAs
Advisor Technology
Data
RIA Custodians
