Blog
Best of 2020
What many would characterize as the mentally longest year in recent time is, finally, almost over. Before you log onto your company’s virtual holiday party and take the work break you so very much deserve, consider this. A new date on your calendar doesn’t automatically invoke change. Unless you plan now, your IT strategy goals…
Registered Investment Advisors: You Aren’t Ready for 2021
The parents in ’Twas the Night Before Christmas were settling in for a “long winter’s nap” when Santa arrived and disrupted the dad’s sleep. Registered investment advisors are looking forward to taking a break from this overwhelming, exhaustive year. But if you don’t address key issues before dozing off, you’ll start 2021 in worse shape…
Guide for RIAs Who Want to Avoid Cyberattacks and Simplify Compliance
Cyberattacks cause mental distress that few registered investment advisors (RIAs) can envision before an incident occurs. We’ve witnessed that devastation. It’s not an ordeal you want to go through. Being hacked is a violating experience, similar to having your house robbed. For many, a kind of mental fog descends, right when you need to focus…
Hackers Are Targeting You – It’s Time to Fight Back
Will 2021 be the year you’re hacked? Or, were you hacked in the past 12 months, but you haven’t realized it yet? Out of all the unpredictable and unprecedented events we experienced in 2020, a breach at your organization would be routine. Based on the statistics, you should expect it. The Odds Are Not in…
What Changes and What’s Here to Stay – 6 Long-Term COVID Takeaways
2020 continues to be a year of great uncertainty. It’s brought with it a number of major changes to how we do business. With 2021 approaching, everyone’s wondering the same thing: How long are things going to be this way? What’s going to change next year and what’s going to stay the same? Many of…