Myriad’s CTO on How to Prevent Data Breaches in AI-Powered Platforms

Myriad’s CTO, Leigh White, was featured in a Financial Planning article discussing one of the most pressing issues facing firms today: how to prevent data breaches in an increasingly AI-powered environment. As AI tools become more embedded in day-to-day workflows, the conversation is shifting from whether advisors should use them to how they can be […]

Leigh White on Why Succession Planning Is About More Than an Exit Strategy

Leigh White, CTO, shared her thoughts in a recent feature in RIA Reflections, where she shares a deeply personal perspective on succession planning, one shaped not just by professional experience, but by real-life challenges that tested the strength of both leadership and preparation. Through the article, Leigh reflects on how succession planning became much more […]

Myriad Joins Swift Chat to Explore the Future of AI Search for Advisors

November 2025 We were recently featured in a Swift Chat with Impact Communications, where our own Paul Gilbert joined Shawna Ohm of Content 151 to talk through what it really takes for independent advisors to stand out in today’s evolving digital landscape, especially as AI continues to reshape how prospects search, evaluate, and engage. A […]

Understanding Compliance

Compliance is a constant in business, but the way organizations approach it is anything but static. As regulations evolve and expectations grow, staying compliant can feel increasingly complex.

Choosing the Right Communication Tools for Your Business

Choosing the right communication tools for your business is not just a technological decision; it’s a strategic one. For advisors, the tools that are selected directly impact responsiveness, trust, and overall client experience.

Cybersecurity Essentials for Protecting Client Data

In today’s financial industry, client trust is built on more than financial expertise, it’s built on the ability to safeguard sensitive information. Cyber threats are evolving quickly, and financial professionals remain one of the most targeted groups due to the volume of personal and financial data they manage.