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How Cyber Bad Guys Target the Wealthy

Added on July 2017 in Manage Your Practice
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Summary: [Podcast] With cyber-crime on the rise, the wealthy remain a prime target for hackers. K2 Intelligence's Jordan Arnold breaks down the key things to consider when trying to stay safe. 

June 2017 Fintech Report Card - Top 8 Tech Events

Added on July 2017 in Manage Your Practice
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Summary: Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.   

For Some Advisers, Warnings on ID Theft, Hacking Threats Come From Experience

Added on July 2017 in Manage Your Practice
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Summary: Financial adviser Ross Levin recently received an email purporting to be from a client requesting a $50,000 wire transfer for a down payment on an investment property.

Data Management and Cybersecurity Aren't Mutually Exclusive

Added on July 2017 in Manage Your Practice
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Summary: As cyberattacks continue to grow in sophistication and global scope, protecting clients’ sensitive financial information from hackers—while adhering to evolving financial services industry regulations—is more critical than ever. Broker/dealers and registered investment advisors (RIAs) that suffer data breaches are not only subject to regulatory fines and investigations but also to permanent damage to their reputations.

In Search of Organic Growth

Added on July 2017 in Manage Your Practice
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Summary: Over 90 advisors responded to a survey I conducted earlier this year with Advisor Perspectives. Here are the important insights into which activities help find new business for RIAs and IBDs.

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