4 min read
Four Crucial Pillars for Your Cyber Program
Topics:
FinTech
Data
Registered Investment Advisor
Cybersecurity
5 min read
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
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
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
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
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
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
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