In The News

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.

RightSize Solutions is honored  to be recognized as market leader in the Cloud Hosting Resources category in the Annual T3 Technology Tools for Today / Inside Information Financial Advisor Software Survey.  In the largest survey of its type in the industry,...

As you layer up before venturing outside in frigid weather, you know it’s the base layer of protection closest to your skin that’s key to staying warm and dry. The same logic applies to managing and protecting your firm’s technology. By Wes Stillman, Read the full...

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...