The Longest Day of the Year… and You’re Still Out of Time
Every year in late June, we get the longest day of the year. More daylight. More usable hours. More ...
School’s Out. Cyber Risks Aren’t
Summer changes the rhythm inside an RIA firm. Maybe you’re working from home more while the kids are out ...
While You’re Out of Office, Cybercriminals Are Watching Your RIA
I’ll be honest with you—long weekends make me nervous. Not because I don’t trust your team. Not because ...
Your AI Intern Just Logged In. Is Your RIA Actually Supervising It?
I’ll tell you a quick story. A firm sent out a beautiful client proposal. Clean. Confident. Looked ...
The First Week Mistake That Can Put Your RIA at Risk
I want you to picture this for a second. It’s a Tuesday morning. A brand-new hire, four days into ...
Your Password Is Still the Weakest Link in Your RIA
Let me ask you something simple. If I walked up to your office and found a key under the ...
Is Your Technology Running Your RIA… or Ruining Your Morning?
It’s Monday morning. You’ve got coffee. You’ve got a plan. This is the week you finally get ahead. You walk into the office. Before you even set your bag down, someone says: “Redtail isn’t loading.” Not the old issue. A ...
Your Kid’s Gaming Computer Might Be More Secure Than Your RIA Office
I remember when fixing technology meant blowing into a Nintendo cartridge. Game wouldn’t load? Blow on it. Still didn’t work? Blow harder. If that failed, you smacked the console and tried again. That was our version of IT support. And ...
Spring Cleaning for Your RIA’s Technology
When most people think about spring cleaning, they picture closets. But inside most advisory firms, the real clutter isn’t hanging on a rack. It’s sitting in a back office. Or a storage closet. Or a box labeled: “We’ll deal with ...
April Fools’ Day Is Over. Unfortunately, the Scams Aren’t
April 1 comes and goes. The fake announcements stop. The office pranks fade away. Everyone goes back to work. But scammers don’t pack up and go home. In fact, this time of year is when they get busier. Not because ...
