Webinars

RSS Cyber-Chat Webinar: Tech Talk for Independent Advisors

RSS Cyber-Chat Webinar: Tech Talk for Independent Advisors

Want to know how to leverage technology to gain a competitive advantage and do better business? Join us for our Cyber-Chats discussion with RightSize Solutions CTO Wes Stillman and Brad Wales of Transition To RIA, which helps advisors transition their practices. Brad...

RSS Cyber-Chat Webinar: 2022 RIA Cybersecurity Compliance

RSS Cyber-Chat Webinar: 2022 RIA Cybersecurity Compliance

Join the RSS team and their special guest, Ivan Barretto, Founder of RIA Compliance Concepts, for an important discussion regarding new developments for RIAs and cybersecurity compliance.  We will explore: Important compliance and business continuity practices...

Replay: Work from Home Tech Essentials: An RIA Case Study

Replay: Work from Home Tech Essentials: An RIA Case Study

In this webinar, our guest is Michael Israel, Managing Partner of Revolve Wealth Partners, shared insight on how he intentionally thought about creating a ‘work-from-anywhere’ tech environment and what he’s learned during the current COVID crisis.    In this session,...

Replay: Top 5 WFH Mistakes RIAs Are Making & How To Avoid Them

Replay: Top 5 WFH Mistakes RIAs Are Making & How To Avoid Them

https://vimeo.com/413593912 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...

Replay: What High-Performing RIAs Know About Technology Management

Replay: What High-Performing RIAs Know About Technology Management

  Tuesday Nov 19  |  2pm ET / 1pm CT / 11am PT Whether you are starting a new RIA or looking at ways to improve your existing infrastructure, consider that your ability to serve your clients relies heavily on technology – even more so than other businesses. Today...

Replay: Cybersecurity Conversation Webinar from Sept 24th!

Replay: Cybersecurity Conversation Webinar from Sept 24th!

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