In The News

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.

Everyday tech — even printers — needs cybersecurity protection

Everyday tech — even printers — needs cybersecurity protection

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...

Getting tech right in a Personal Financial Planning practice

Getting tech right in a Personal Financial Planning practice

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...

Voices: 4 rules for talking to tech vendors at conferences

Voices: 4 rules for talking to tech vendors at conferences

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...

An inside look at the SEC’s cyber exam

An inside look at the SEC’s cyber exam

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...