Tech Trends

Join the Cybersecurity Conversation Webinar Sept 24th!

We Invite You to Join the Cybersecurity Conversation. Different from our last webinar, and probably most any other you’ve been on, we presenting this webinar in a new interactive format. From the start, we’ll be opening the lines and our Q&A text box, for your...

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Is Your Right-Hand Talking to Your Left-Hand?

Arguably two of the most important and interrelated business practices for any RIA are those firms that support compliance and technology. However, often, you find firms taking a silo service approach, resulting in the RIA not effectively managing either of these...

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Keeping Clients Cyber Safe

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 other, high net worth individuals have broader circles of "Associated Persons" e.g., financial advisors, accountants,...

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Is Cybersecurity Part of Your Value Proposition?

Is Cybersecurity Part of Your Value Proposition? With the daily news featuring the latest data breach, it’s easy to take a doom and gloom view and focus on the negative or more salacious stories. However, I think this is missing the point by not seeing there’s an...

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How Total Commitment Drives Innovation at RightSize

I view ‘total commitment’ as the fuel that runs our engine.  This commitment takes many forms, including the level of service we provide clients, educational materials and thought-leadership to the industry, and continuous improvements to our products and services. To...

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Get Your Mojo Runnin’

In our last blog, we discussed providing the highest of level of service to our clients requires constantly altering the way we think. That also is true for the investments we make in both our infrastructure and who and how we engage with supporting firms and...

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3 Things We Are Doing to Change the Industry Standard

In my last blog I quoted Yogi Berra ‘When you come to a fork in the road, take it’.  Another quote, from Albert Einstein, ‘The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking.’ has always stuck with me and...

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Don’t Let Your Cyber Resolution Fizzle Out

A Year of Sustainable Cybersecurity Lots of people make resolutions in January to “hit the gym,” but by February, many of these attempts have fizzled out. We all know that sustainable fitness all year long is better than hitting the gym hard for a month, then stopping...

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