Risk Management and Assessment for Business Investment Concept. Modern graphic interface showing symbols of strategy in risky plan analysis to control unpredictable loss and build financial safety.

You know the importance of having a continuity plan for your practice – it lays out what you want to happen to your practice when you are no longer running it. A continuity plan is also a great first ...

A: I generally say the most important thing broker-dealers, or any business, should be focused on is their business continuity plan (sometimes referred to as a disaster recovery plan). FINRA’s website ...

Continuity planning is defined as ensuring the continuity or uninterrupted provision of operations and services for administrative, academic, and research departments of the University. Continuity ...

Research suggests that half of all financial advisors don’t have a succession plan for their business. Though advisors build their careers around helping clients prepare for the future, it seems many ...

Today, organizations are more reliant than ever on external vendors, suppliers, and service providers. This interdependency amplifies both operational capabilities and vulnerabilities. Disruptions at ...

From cybersecurity breaches to natural disasters, disruptive events can occur suddenly and without warning. As a result, it is crucial for organizations to develop resilient plans that not only ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Have you ever thought about what you would do if your ...

Family-owned businesses must understand the importance of having a proper continuity plan, even if their business is being passed down from one family member to another. Families often think they can ...

PanTerra Networks today announced the release of a new analysis examining Microsoft Teams Phone System and its implications for organizations that rely on voice communications as a core business ...

The structure of the UK advice market is changing – and changing quickly. Over the past two years, the number of advice firms ...