In The News

Advisors Race to Prioritize Cybersecurity

“After an event enters the news cycle, we immediately see an uptick in client inquiries regarding messaging,” said Wes Stillman, CEO of RightSize Solutions, a Lenexa, Kansas-based cybersecurity firm serving the wealth management industry. “The questions typically...

Five Tips for Keeping Clients Cyber Safe

Five Tips for Keeping Clients Cyber Safe

Five Tips for Keeping Clients Cyber Safe April 29, 2021 | In The News Cyber fraud is on the rise, with high-net-worth individuals natural targets due to their wealth and the level of exposure that attracts. More so than others, high-net-worth individuals have broader...

5 Accounting Cybersecurity Tips for SMBs in the Remote Work Era

5 Accounting Cybersecurity Tips for SMBs in the Remote Work Era

Organizations with dedicated IT staff have robust security policies to keep sensitive information safe. However, many small or medium size businesses (SMBs) don’t have dedicated security resources and systems in place. By Wes Stillman. Read the article here.

What’s Next in Tech for Accounting Firms

What’s Next in Tech for Accounting Firms

We made it to 2021, so what’s next? It’s clear that some of the operational and technology shifts that accounting and bookkeeping firms made in 2020 are here to stay and more changes may be on the way.

By Wes Stillman. Read the article here

RIA IT Outsourcer RightSize Acquired By Accounting Tech Firm Swizznet

RIA IT Outsourcer RightSize Acquired By Accounting Tech Firm Swizznet

Chesterfield, Mo.-headquartered Swizznet, a cloud-based software provider specializing in serving accounting firms, announced on Friday that it is purchasing outsourced RIA cloud service-provider RightSize Solutions, based in Lenexa, Kansas. Swizznet said that it...

Swizznet acquires Lenexa tech company RightSize Solutions

Swizznet acquires Lenexa tech company RightSize Solutions

Lenexa-based RightSize Solutions has a new owner that’s backed by private equity firm Bluff Point Associates. In recent years, Connecticut-based Bluff Point has kept tabs on the Lenexa company’s growth and regularly checked in, RightSize CEO and founder Wes Stillman...

Swizznet Buys RightSize Solutions

Swizznet Buys RightSize Solutions

Cloud solution provider and hosting firm Swizznet purchased RIA-focused IT provider RightSize Solutions, according to an announcement. With the purchase, PE-backed Swizznet is expanding into compliance enforcement and managed technology services. Wes Stillman said...

A Remote World: Cybersecurity And Your Tech Stack

A Remote World: Cybersecurity And Your Tech Stack

The Covid-19 pandemic has given advisors greater appreciation of their need to be flexible and accessible in their working arrangements—and at the same time, for their technology to be safe and secure. We are going to be shifting to a “new normal.” That might mean...

Phishing scam targets advisors with fraudulent FINRA emails

Phishing scam targets advisors with fraudulent FINRA emails

“This is a great reminder that phishing attacks are truly the number one attack vector. Recognition, that’s the key — recognizing a fraudulent email,” Wes Stillman quoted in article on how hackers claiming to be FINRA officers are targeting brokers with a new email...

Key Tech Steps for RIAs Working From Home

Key Tech Steps for RIAs Working From Home

There are five key guidelines for RIAs to follow while working remotely from home during the coronavirus pandemic, according to Wes Stillman, CEO of RightSize Solutions, a provider of cloud-based cybersecurity and IT management solutions for the RIA industry By  Jeff...

ticket system