Tech Trends

How Total Commitment Drives Innovation at RightSize

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’

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

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

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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Vetting a vendor? Ask these questions

Vetting a vendor? Ask these questions

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,...

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The Uber breach: What matters most!

The Uber breach: What matters most!

When hackers accessed the personal information of 57 million riders and drivers—media outlets went wild. Everyone was taking about how Uber covered up the hack. And over here at RightSize Solutions, all we could think was: Really?! That’s what you’re paying attention...

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The dangers of social media

The dangers of social media

If you run a RIA and use social media, read this. At RSS, we recognize that people are using and enjoying social media for many reasons. And sure, it’s a unique way to keep in touch and share pictures of the kids. But it’s all not cheerful photos and happy birthday...

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Leaving a Defensible Breadcrumb Trail

Leaving a Defensible Breadcrumb Trail

Recently I joined a colleague of mine, Zohar Swaine from Mink Hollow Advisors, in Washington, D.C. to speak at IA Watch’s Cybersecurity for Financial Services about the precautions all financial service companies should be taking to prevent data loss. One thing that...

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Trick or treat? 6 Tips to Protect Against Financial Fraud

Trick or treat? 6 Tips to Protect Against Financial Fraud

At RightSize Solutions, we like Halloween—and while trick or treating for the kids is innocent and candy-filled, there is an increasing amount of trickery when it comes to financial fraud and the elderly (like this news story about an 89-year-old woman in Kansas City...

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How to handle employees leaving…

How to handle employees leaving…

Has an employee given two weeks’ notice? Are you planning to let someone go? Employee turnover is par for the course at any business—but particularly at RIAs and financial businesses, this can have security ramifications you may not have considered. Today, we want to...

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