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How to talk to your clients about a tech crisis at your firm

Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.

It seems almost heretical for an IT expert to say this, but registered investment advisers should accept that business disruptions due to technology failures are inevitable. KPMG has reported that financial services ranks among the industries most affected by IT incidents — only the technolog

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How to talk to your clients about a tech crisis at your firm

Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.

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