Tech Trends

As we head into 2020, we believe this article summarizes a trend we think will continue to gain momentum. We’ve always believed that cybersecurity should be looked at a lot more than just checking off a box but rather an integral component in providing holistic advice...

Did you know this month is National Cybersecurity Awareness Month? National Cybersecurity Awareness Month (NCSAM) is a collaborative effort between government and industry to raise awareness about the importance of cybersecurity and to ensure that all Americans have...

  Right Size Solutions is definitely no stranger to the most recent attacks on apps, software, operating systems, websites, smartphones, and everything else that hackers can use to steal data and/or demand ransoms. This is important because the most recent,...

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...

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,...

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...

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...

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...

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...

When you come to a fork in the road, take it. This is one of my favorite Yogi Berra quotes or Yogi-isms as they're called.  It also has some relevance to the decisions RIAs need to make on technology and how it effects the efficiency and security of your firm.  One...

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...

In the RIA community, we can certainly learn from the Uber breach. Whether you’re evaluating a third-party provider, it’s not enough to hear, “The data is encrypted.” Vulnerability can start long before the data is encrypted. Every portfolio management solution,...