Blog
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…
OCIE and COVID: Protecting Your Business While Advising from Home
COVID-19 has impacted pretty much every role out there, including that of Registered Investment Advisors (RIA). The Securities Exchange Commission (SEC) and the Office of Compliance Inspections and Examinations (OCIE) continue to provide guidance to address the challenges faced, but it may take firms a while to adapt. Here at itSynergy, we wanted to look…
Why It’s Time to Eliminate Your On-Premise Servers Using SharePoint
When you have access to SharePoint® through your Microsoft 365 subscription, you’re able to get rid of your physical servers, often at no extra cost. Instead of storing and accessing files on-premise, you can manage everything through the cloud. It’s an option local businesses are increasingly interested in as they look to increase agility and…