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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...

Best practices for the work-at-home advisor

Best practices for the work-at-home advisor

Like many other white-collar industries, financial-services firms are taking crash courses on how to implement work-from-home workforce setups. With those measures, they’ve mitigated the risks of COVID-19 to their business — though now they have to consider other...

Cybersecurity Attacks Could Derail At-Home Advisors, Experts Warn

Cybersecurity Attacks Could Derail At-Home Advisors, Experts Warn

Cyberthieves are pouncing on advisors working remotely during the coronavirus crisis, taking advantage of at-home systems and necessarily weaker compliance oversight, according to lawyers and compliance consultants. By Vicky Ge Huang. Read full article here

Cybersecurity Breaches Threaten Advisors Who Work From Home

Cybersecurity Breaches Threaten Advisors Who Work From Home

Working from home may be convenient for advisors and others, but it also can draw out bad actors preying on cybersecurity weaknesses of home networks, said Wes Stillman, CEO of RightSize Solutions, a technology and cybersecurity firm. By Karen DeMasters. Read full...

When Upgrading Technology, Stay Focused On Your Firm’s Value

When Upgrading Technology, Stay Focused On Your Firm’s Value

Only RIAs can determine whether the technology they are using gets them where they want to go. Their investment in tech and services has to support their firm’s core value proposition, and that won’t happen if they are distracted by the shiny bells and whistles on new technology coming onto the market.

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