Blog
What’s the Holdup? The Top IT Solution Mistakes We Heard from RIAs in 2020
OK. We’ve all made it to 2021. It wasn’t pretty and, if you’re anything like us, you’ve learned a lot along the way. The registered investment advisor (RIA) market can expect a few more “pivoting moments” before we get back to business as usual. But from an IT perspective, it’s essential to get a technology…
IT Solutions for 5 Mistakes Holding Back Your Business
2020 tested our agility. Your business was pushed to the brink, and the IT solutions you rely on are in danger of breaking. Any of the following 5 mistakes could push you over the limit: Having a help desk, not an IT partner Allowing remote work to obliterate cybersecurity Storing data, systems and applications on-premise…
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…