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 ...
A real-world look at RIA business continuity It’s Monday morning. Coffee in hand. Laptop open. You’re ready to get started. Then it happens — a nudge, a spill, and before you can react, hot coffee disappears into your keyboard. The ...
It’s March. Your accountant is buried. Your bookkeeper is scrambling. Deadlines are looming. Emails are flying faster than anyone can keep up. Everyone’s head is down, just trying to get through the month. This isn’t news to you. But it ...
It’s March. Shamrocks in office windows. Green ties in client meetings. A little fun, a little folklore. Luck is great for St. Patrick’s Day. It’s just not a strategy for your advisory firm. Because no serious RIA would ever say: ...
In today’s threat landscape, where businesses are constantly at risk of being targeted by a cyberattack, adopting a zero-trust security model could be ...
Cyberattacks have become rampant and have also grown in sophistication. A simple lapse in your network security could lead to a ...
You invested in the latest security software and even hired a great IT team. However, one misstep by an unsuspecting ...
When you think about cybersecurity, your mind might jump to firewalls, antivirus software or the latest security tools. ...
ChatGPT has been a hot topic in our office lately. As an author, I immediately scoffed at it. Since ChatGPT lacks emotion, it’s pretty unsatisfying. Technology constantly evolves, and we must grow with it. The question is this: How do ...
If you ask a security professional, you get by-the book advice about sharing passwords: “Don’t share passwords.” But we know, in reality, that doesn’t work. Your office might be sharing a single password for apps like SurveyMonkey right now to ...
2024 And 2025 Finalist
