Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

4 min read

How Advisors Can Strategically Leverage Their Data

By John O'Connell on May 9, 2022 5:01:53 PM

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 advisers 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

By TradePMR on Apr 21, 2022 12:47:06 PM

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 Data? Let’s Find Out

By TradePMR on Mar 27, 2022 12:00:00 PM

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
2 min read

Do You Own Your Client Data? Download the Newest White Paper to Learn More.

By TradePMR on Mar 14, 2022 1:27:50 PM

Register to Join us March 16th at 2 pm ET Do you own your client data? The answer may not be as simple as you think. Understanding what data you have access to and how to leverage it for your business can be a crucial step for RIAs looking to reach ...
Topics: Financial advisers RIAs Technology Tools for Today Data
Content not found