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The California Gold Rush of 1848 promised one thing: opportunity. Hundreds of thousands of people headed west, hoping to strike it rich. Continue Reading

Technology budgets have traditionally been built the same way many organizations prepare every other operational budget. Today, technology influences nearly every aspect of a financial services firm. Technology is no longer a cost center — it has become an investment that determines how effectively the business competes. Continue Reading

Most business leaders understand the value of a Chief Financial Officer. Technology deserves the same level of executive attention. Unfortunately, many financial services firms still manage technology through support tickets and infrastructure maintenance rather than strategic planning. Continue Reading

When your flight hits turbulence, the last thing you want to hear from the pilot is “Give me a minute. I’ve never handled this before.” Continue Reading

Every financial services firm has cybersecurity tools. Yet despite these investments, many firms struggle with the same question. Do we actually have an information security program, or do we simply own a collection of security products? Continue Reading

Few events create more anxiety within a financial services firm than an upcoming regulatory examination. Whether the review originates from the SEC, FINRA, or focuses on obligations under GLBA, the firms that experience the least disruption are those that have incorporated cybersecurity into normal business operations throughout the year. Continue Reading