AI Tools Are Everywhere. Here’s How to Use Them Without Making a Mess
By February, the “new year glow” wears off and reality kicks in. The inbox is still overflowing, meetings still multiply like gremlins and you’re still doing too much with too […]
Tax Season Scams Are Starting Early. Here’s the One That Hits RIA’s First.
It’s February. Tax season is ramping up. Your accountant is getting busier. Your bookkeeper is pulling documents. Everyone’s thinking about W-2s, 1099s and deadlines. Here’s the part nobody puts on […]
Ever Had an IT Relationship That Felt Like a Bad Date?
It’s February. Love is in the air. People are buying chocolate, making dinner reservations, pretending they like rom-coms again. So, let’s talk about relationships. Have you ever had a […]
The Hidden IT Gaps That Could Jeopardize Your RIA
Registered Investment Advisors (RIAs) face increasing cybersecurity scrutiny from the SEC and their clients alike. While most firms understand the importance of strong IT protections, many overlook the small, hidden […]
The Real Cost of Ignoring IT Health in RIA Firms
For many RIA firms, technology maintenance often takes a back seat—until something breaks. However, delaying IT upkeep and ignoring systemic weaknesses can result in far-reaching consequences beyond simple inconvenience. This […]
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 […]
Holiday Scams In Disguise: What To Watch Out For When Donating Online
Even in good times, scammers circle around generosity. But during the holidays, when giving increases and emotions run high, they truly pounce. A few years ago, a massive telefunding fraud […]
Perfect Balance: Incorporate AI & Human Connection
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 […]
Is it Time for a Vacation from Work?
Business leaders want their companies to be profitable and often dedicate hours of overtime every week to ensure everything runs smoothly. While this might give your business a boost, it […]
MGM taken down, Caesars paid up
In September MGM Casinos and Hotels suffered a massive cyberattack. WSJ reported: “ I saw employees armed with clipboards and pens everywhere. It was the strangest sight I’ve seen since […]
