Tech Trends

We’ve got big news to share: RightSize Solutions and True North Networks are coming together under a new name, Visory. After years of running up against the team at True North Networks, we realized we could relate to their desire to help RIAs use technology to...

Wes Stillman is interviewed on The RIA Compliance Collective podcast, with Ivan Barretto, Founder and Managing Partner of RIA Compliance Concepts, to discuss ‘Cybersecurity Trends’ including: What are some of the lessons learned in 2021?What the responsibilities that...

While every month is cybersecurity month at RightSize Solutions, Cybersecurity Awareness Month continues to help raise awareness about the importance of cybersecurity so that all Americans have the resources to be safer and more secure online. Learn more ...

In case you hadn’t heard, the Securities and Exchange Commission recently fined eight financial firms a total of $750,000 over email hacks that exposed client data. The SEC found that the firms had inadequate cybersecurity protections, which led to the exposure of...

Learn how our team spotted suspicious activity and how the multi-step process of containment, removal, and recovery kicked into overdrive. Download PDF

By Wes Stillman Phishing email scams and unprompted or suspicious requests for login credentials are real. Both have the potential to devastate businesses and individuals in very short order. For this Tech Trends post, I wanted to share a real-life example of how...

We’ve taken a fresh look at how we talk about the work we do for you. Our new information guide is designed to help you understand the benefits of the RightSize Shield. Download PDF

By Wes Stillman EXAMS, or what’s now known as the at the Securities and Exchange Commission (SEC), recently issued this year’s priorities for advisor examinations. Advisors who want a better understanding of how the SEC’s Division of Examinations (EXAMS) is shifting...

For me, spring is a season to clean up and make room for new growth and opportunities. After hibernating through the coronavirus pandemic, the onset of spring seems more significant in 2021 than in years past.

We’ve taken a fresh look at how we talk about the work we do for you. Our new information guide is designed to help you make sense of what’s possible with RightSize. Download new brochure

RightSize Solutions is proud to share the news of our parent company, Swizznet, being named on the prestigious CRN’s 2021 MSP 500 List. The list, released annually, recognizes the leading North American solution providers that have demonstrated innovative and...

At the beginning of the Covid-19 pandemic, many of you seamlessly adapted to a (largely) remote work model with barely a hiccup. Now it’s 2021, and you’re continuing with remote work at some level and plan on serving clients and managing your businesses this way for the foreseeable future.