An investment in security: Why RIAs need a comprehensive security policy

Maintaining the security of client data and financial information is paramount for any registered investment advisory (RIA) firm. As cybersecurity threats continue to loom large, RIAs and financial advisors like you must take the necessary measures to protect yourselves and your clients from potential risks. A comprehensive security policy is a critical element of this […]

The RIA’s guide to sharing SharePoint files and folders

Secure collaboration is an essential part of financial advising, and it is imperative to ensure that your RIA firm’s sensitive data is properly shared and managed. With Microsoft SharePoint, you can provide employees, clients, and external partners with access to the files they need while keeping your firm’s information safe, all without relying on third-party […]