Tech Trends

The Uber breach: What matters most!

When hackers accessed the personal information of 57 million riders and drivers—media outlets went wild. Everyone was taking about how Uber covered up the hack. And over here at RightSize Solutions, all we could think was: Really?! That’s what you’re paying attention...

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The dangers of social media

If you run a RIA and use social media, read this. At RSS, we recognize that people are using and enjoying social media for many reasons. And sure, it’s a unique way to keep in touch and share pictures of the kids. But it’s all not cheerful photos and happy birthday...

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Leaving a Defensible Breadcrumb Trail

Recently I joined a colleague of mine, Zohar Swaine from Mink Hollow Advisors, in Washington, D.C. to speak at IA Watch’s Cybersecurity for Financial Services about the precautions all financial service companies should be taking to prevent data loss. One thing that...

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Trick or treat? 6 Tips to Protect Against Financial Fraud

At RightSize Solutions, we like Halloween—and while trick or treating for the kids is innocent and candy-filled, there is an increasing amount of trickery when it comes to financial fraud and the elderly (like this news story about an 89-year-old woman in Kansas City...

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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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