Replay this educational webinar from April 28th as we continue to discuss why best tech management practices for RIA firms are even more critical in the evolving work-from-home business environment.

The Conversation Continues.

While we don’t yet know how long work-from-home will last, we do know that we continue to learn from this brand new world. In this interactive session, we’ll share lessons learned over the past few weeks and how to adopt this knowledge in order to strengthen your firm’s technology management. We’ll look at a range of process improvements that can be implemented to ensure your firm continues to stay efficient and secure.  The session will include the latest stimulus phishing email scams, steps to stay compliant now and into the future,  and proactively adjusting and  adopting your communication to the current environment.