In The News

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...

Five Tips for Keeping Clients Cyber Safe April 28, 2021 | In The News For RIAs flexing between some balance of remote and in-office operations — in other words, all RIAs — this spring is a great time to revisit your cybersecurity policies to ensure your protocols...

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.

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

Lenexa-based RightSize Solutions is building out its executive team with the addition of a newly created role.By Fintechnews Staff. Read the article here

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...

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...

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...

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...

“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...

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...