In The News

An inside look at the SEC’s cyber exam

Advisors may think they are well versed in cybersecurity. After all, the SEC has publicly detailed its key cybersecurity focus areas, like risk assessment, data loss prevention, vendor management and incident response. But do financial planners know how examiners...

We Are Proud to be a Partner to the Female Advisor Network

The Female Advisor Network is a national membership organization for female financial advisors. Their mission is to empower all female financial advisors by providing a community of support, education, mentorship, and collaboration that is for female advisors by...

Voices: An insider look at the SEC’s cyber exam

Advisors have no excuse for not taking cybersecurity seriously. They’ve heard about the risks — the potential losses to their reputations and their bottom lines. At the same time, the SEC has publicly detailed its focus areas, such as risk assessment, data loss...

The RIA Compliance Collective Podcast

Wes Stillman, Chief Executive Officer of RightSize Solutions, participates as a guest with ‘On The Move - A Mobile Cyber Security Discussion’ Listen here

RIAs Make Great Targets for Hackers, Cybersecurity Cop Says

After more than 30 years of managing technology in high-level positions in a variety of industries, Wes Stillman founded Lenexa, Kan.-based RightSize Solutions in 2002. It was the first provider of outsourced technology management and cloud-based cybersecurity...

Should RIAs buy cybersecurity insurance?

As the head of a cybersecurity management firm, I have built an entire business around protecting RIA technology systems and their data. My livelihood depends on getting cybersecurity right for my own firm and for my clients. A breach of any sort could be catastrophic...

Wes Stillman interviewed on C-Suite Network

C-Suite Network™ is the world’s most trusted network of C-Suite Leaders, with a focus on providing growth, development and networking opportunities for business executives.  View HERE

What RIAs should learn from BlackRock’s data leak

Wealth management companies are collecting more data about clients than ever before, intending to transform how advisors serve clients. But in the wake of the BlackRock’s massive data leak, questions arise about how well financial services firms are securing sensitive...

What Alexa Really Means for Wealth Management

Advisors in the past year have likely caught fintech demos at wealth management conferences demonstrating how they and their clients can introduce voice assistants like Amazon's Alexa into the planning process. Learn more about In|Vest West: Dec. 6-7 Big firms have...