In this educational webinar, we discussed why best tech management practices become even more critical in the evolving work-from-home business environment. Learn more
Topics addressed include:
- Contingency/Continuity planning
- Managing work-from-home issues
- Phishing email scams
- Resources for RIAs and their clients
Wes Stillman, CEO, RightSize Solutions
Jeff Groves, President, ComplianceWorks, Inc.
Susan Glover, President, Susan Glover & Associates, LLC
At one of our nation’s most vulnerable times, the bad actors are extremely active. Gain insight on how your security should work — and the inherent risks in not using it properly.
RightSize Solution (www.rightsize-solutions.com) is the leading provider of outsourced IT management and cybersecurity for RIAs, including the RightSize Shield.
ComplianceWorks, Inc (www.cwicompliance.com) provides affordable outsourced compliance services to small and medium-sized financial services firms.
Susan Glover & Associates, LLC (https://susangloverassociates.com/) specializes in operations & technology management for financial services firm.