In The News

What’s the right technology for your financial planning practice? In a recent AICPA podcast, I interviewed an expert panel of CPA financial planners for advice. Some offer tax compliance and investment management, while others do not. Brooke Salvini, CPA/PFS, Salvini...

There’s no shortage of technology vendors lining the exhibit halls at RIA industry conferences. This is a good thing — competition breeds innovation, drives down costs and improves offerings for RIAs. But without the right approach, advisors can come away from these...

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...

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...

There are two types of audits advisors should expect from the federal regulator, according to Wes Stillman, CEO of RightSize Solutions, a cybersecurity consultancy in Lenexa, Kansas.   Read Full Article, Written by Darla Mercado of CNBC Markets here.

Congratulations to all the Finalists of the 2019 WealthManagement.com Industry Awards! We are proud to be named with so many other industry leaders https://events.wealthmanagement.com/2019-finalists/

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...

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

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...

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...

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

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...