Webinars

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,...

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...

https://vimeo.com/414896061 In this educational webinar, we discussed why best tech management practices become even more critical in the evolving work-from-home business environment.  Learn more Topics addressed include: Contingency/Continuity planningManaging...

Tuesday, Jan 28 |  2pm EST / 1pm CST / 11am PST
Join Wes Stillman and his webinar guest Sue Glover as they discuss the difference between FinTechStack and TechStack and why it matters to RIAs. Whether you are a firm principal…

  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...

Tuesday, Oct 29 |  2pm EST / 1pm CST / 11am PST We continue our interactive webinar format and shift the focus to ‘mobile’ cybersecurity. A recent CSO Online article summarizes the issue well ‘Mobile security is at the top of every company's worry list these days —...

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...

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.

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...