Independent advisors know that data and analytics can drive business results, but most do not take full advantage of their potential. Analytics can improve a RIA's practice efficiency, marketing return on investment (ROI) and profitability. And yet, most advisors hardly scratch the surface in how they use their own data...

Last Friday, I got the chance to speak at IA Watch’s Cybersecurity for Financial Services. I was joined by tech visionary Wes Stillman, CEO of RightSize Solutions. We presented for forty-five minutes on the importance and nuances of data loss prevention, one part of a series on technology, tools, and practices central to cybersecurity...

We are honored to have been published by Financial Advisor Magazine:

Advisors who run successful RIA firms have mastered the art of making smart business decisions amid suboptimal conditions and external pressures in the wealth management industry. This is a rapidly evolving industry, and RIAs find themselves under constant pressure to innovate and respond to competition while growing assets and profit margins.