Tech Trends

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...

Get the answers to your most pressing questions regarding cybersecurity or technology management. Just submit your questions in the survey as you register for our August webinar and we’ll make sure answer them during the webinar. Register here.

Listen to a replay of our July 23 webinar, "The 5 Key Cybersecurity Focus Areas that Every RIA Needs to Know". Wes Stillman covered the essential elements of a strong cybersecurity program; Identify, Protect, Detect, Respond, Recover. He provided insight on taking...

  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...