درباره این اپیزود
In this episode you'll hear:
- How ransomware attacks jumped 300% in 2020 over 2019.
- Ways reputational risk can be worse than the ransom demanded to unlock files.
- What cybersecurity guidance the SEC has issued.
- What advisers should be able to prove regarding how they are addressing risks.
- How to train staff to make sure they know what to do when attacked.
Related video: Putting a price tag on ransomware attacks
Guest Bios
John O’Connell is founder and CEO of The Oasis Group, which helps financial services and technology firms clearly define their target market and messaging to attract their ideal prospective customers.
Daniel Bernstein is chief regulatory counsel at MarketCounsel Consulting, a business and regulatory compliance consultancy for independent investment advisers. He’s also an attorney with the Hamburger Law Firm, a law practice focused on the securities industry.
انگلیسی
ایالات متحده آمریکا
رونوشت 🔗
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قسمت های دیگر در این پادکست
In this episode, you'll hear about
What is TikTok
#personalfinance is getting more play on social than fitness or health tips
The risks of 'degenerate' trading showcased on TikTok
How one former CFP grew to over 2 million followers on TikTok
NYC adviser Doug Boneparth's strategies for using twitt…
1:00 - The growing interest in Bitcoin
3:30 - Institutional vs. retail interest
9:30 - The underlying technology
14:00 - Regulatory environment
21:00 - What can advisers do now?
23:40 - Takeaways and discussion
Related article: Advisers agree: It’s time to stop ignoring Bitcoin
Related video: Bit…
2:00 - The surge in fintech and wealthtech funding in 2020
4:00 - Why there's room for more investment in the fintech sector
6:00 - Key problems to solve - customer experience
8:30 - A source of solutions - Artificial Intelligence
11:00 - How AI is making a difference for fintech solutions
13:30 -…
In this episode, you'll hear about
The rise of free trading apps and gamification of investing.
Can financial education be gamified?
The power of saving and budgeting.
'Nudges' vs 'Sludge.'
Does TikTok provide an important clue to unlocking financial education?
The role of advisers.
Nicole and Sea…
Our first episode will be "The Tech Pipeline." Sean and Nicole look ahead at what’s in store for 2021 and a Venture Capitalist shares his vision of the tech pipeline as his firm looks to invest in the next great software.
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به InvestmentNews است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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