Do RIAs Need Contracts with Service Providers Under Regulation S-P?
🔑 KEY TAKEAWAYS Reg S-P does NOT require written contracts (contrary to what some say) But you DO need ...
Google Tightens AI Security With Private Compute Launch
Although many companies are embracing the power of AI, many still have major concerns about data protection and privacy. Cloud-based tools can make quick work of tasks that once took hours to ...
Tech Gifts That Actually Get Used
Let’s be honest. Most tech gifts end up forgotten in a desk drawer by February. If you’re thinking about holiday gifts for your team or clients, go practical over flashy. Here are the tools remote advisors, ops teams, and ...
Tiny Typos, Big Breaches: The Hidden Email Threat You’re Probably Ignoring
When you’ve invested in security tools like firewalls, antivirus software, and a phishing training program, you probably think that you’ve safeguarded your business from cyberattacks. Unfortunately, there’s another sneaky email threat hiding ...
Consistency Made Easy With Digital Checklists
When you own a business, consistency isn’t just a goal. It’s a necessity. Whether you’re managing a remote team or overseeing daily operations in a single office, one thing is certain: Paper ...
Centralized Management: The Key to Business Efficiency
Every successful business needs a clear management structure. Without one, decisions get delayed, communication breaks down, and goals start to drift. Centralized management addresses these problems directly. This approach gives authority to ...
Claude AI Vulnerable to Dangerous Prompt Injection Attacks
Researchers have discovered a security vulnerability in Claude AI, a popular AI assistant. Cybersecurity researcher Johann Rehberger says that Claude AI prompt-injection attacks allow hackers to manipulate the platform's responses and steal ...
Small Businesses Thrive With Digital Document Management
Running a small business is an exciting juggling act. Between handling clients, managing employees, and staying on top of finances, the last thing most business owners want to worry about is paperwork. ...
Smarter Communication: VoIP’s Edge for Small Businesses
Does your business still have a landline-based telephone system? If so, you could be missing out on some of the powerful benefits of switching to Voice over Internet Protocol (VoIP) for calling. ...
Holiday Tech Etiquette For Small RIAs (Or: How Not To Accidentally Ruin Someone’s Day)
The holidays are stressful enough without technology tripping you up. Clients are trying to squeeze in last-minute errands, employees are juggling family schedules and everyone’s expectations are cranked up to 11. The last thing you want is to accidentally frustrate ...
