Tech Trends

How to handle employees leaving…

Has an employee given two weeks’ notice? Are you planning to let someone go? Employee turnover is par for the course at any business—but particularly at RIAs and financial businesses, this can have security ramifications you may not have considered. Today, we want to...

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OCIE Cybersecurity Risk Alert: Leaving your lifeboat at shore…

We have a lifeboat—but (oops!) it’s back at shore. When it comes to lifeboats—and cyber-security policies—you don’t want to have an “oh shoot” moment. Have you seen the recent announcements from the SEC’s OCIE Cybersecurity Risk Alert? It summarized observations from...

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What we can learn about cybersecurity from the eclipse

Did you watch the eclipse yesterday? Here in Kansas, we were in the path of totality and got to experience the total solar eclipse. It was amazing.  And because we never stop thinking about our clients, here are a few parallels between the total eclipse and...

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How much does cybersecurity cost?

As an RIA, you are focused on retaining clients, improving service and growing your business. Technology and cybersecurity are necessities—but not necessarily something you want to handle yourself. We get it. A question we get asked often at RightSize Solutions is,...

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Cybersecurity: a trend that’s not going away

If you think the need for advanced cybersecurity measures is going to disappear, it’s not. In fact it’s getting increasingly more necessary as demonstrated by Capgemini’s report, Top 10 Trends in Wealth Management 2017. Trend number two shines the spotlight on this...

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Are you making employees handle IT?

Ten years ago, there was a totally different IT landscape for RIAs than there is today. Your IT environment was centralized. Once it was up-and-running, it worked and you didn’t have to touch it. Unless something broke, your system chugged along, employees could log...

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Guest Blog and Whitepaper: Prevent, Detect, Correct

In today’s blog, Brian Young, Vice President of Advisor Services at AdvisorAssist, shares their latest Whitepaper entitled ‘Prevent, Detect, Correct, An Overview of Annual CCO Reports for RIAs. As a registered investment advisor, you are required to adopt and...

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Tales From the Frontline: A Thwarted Phishing Attempt

Earlier this month, the entire world became aware of the Wanna Cry Ransomware Virus attack. While an attack of this scale is certainly headline news, there are similar occurrences happening every day on a very local and personal level. Just such as call was recently...

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Are you living in the dark?

At RightSize Solutions, we are pleased to announce that we now offer clients an Annual Vulnerability Assessment. Not only is this an important report for you to see each year, it’s also a tool that shows auditors how seriously you take your firm’s cybersecurity....

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Slow Apps, Who’s to Blame?

Perhaps you’re using an application like Tamarac or Salesforce (or any cloud-based application), but the typing is slow and it’s not reacting well. You call them. They tell you they aren’t having any problems … it must be on your end. Now what do you do? Where is the...

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5 Key Questions RIAs Should Ask This Month

The start of a new year is a time when we look at the past and plan for the future. We get organized. Perhaps we do the things we’ve been putting off, or start to address the symptoms we’ve been ignoring. As a cybersecurity partner to RIAs, we would like every RIA to...

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