Why managed IT is the perfect holiday gift for your business
The holiday season brings both opportunities and challenges for businesses, with increased customer demand often paired with the risk of IT disruptions. Managed IT services provide the support needed to navigate these scenarios, keeping your operations running smoothly during this critical time. Let’s explore the basics of managed IT, its importance during the holidays, and […]
Macs for Financial Advisors: Can They Meet Your RIA’s Needs? RIA Tech Talk Episode #19
In this episode of RIA Tech Talk, we tackle a question that’s been popping up more and more: Can an RIA run successfully on Macs? While many RIAs default to Windows for compatibility with financial software, there’s a growing interest in using Macs for their security features, user-friendly experience, and overall longevity. Listen To The […]
Why Owning Your IT Hardware Could Save Your RIA Money – RIA Tech Talk Episode #18
In this episode, Todd Darroca and David Kakish explore the often-overlooked financial benefits of owning your IT hardware. Understanding the difference between owning and renting IT hardware can significantly impact your bottom line. Join us as we break down the pros and cons, help you avoid common pitfalls, and provide you with actionable insights on […]
Choosing the Best CRM for Your RIA: Insights from Industry Experts
In a recent episode of the RIA Tech Talk podcast, hosts David and Todd sat down with Christopher Johnson, founder of TrigaByte Technologies, to explore the best Customer Relationship Management (CRM) systems for RIAs. With over 30 years of experience in financial services, Christopher offers invaluable insights into the different CRMs available, their features, and […]
Powering your business: The essential role of a quality UPS
Power outages are a constant threat for businesses of all sizes. Imagine the chaos that ensues when operations grind to a halt, computers crash, and valuable data is at risk. This nightmare scenario can be avoided with a simple yet crucial investment: a quality uninterruptible power supply (UPS). Let’s explore why a UPS is not […]
Unmasking fileless malware: How hackers attack without a trace
The techniques cybercriminals use to hack into systems are not any simpler. Today, there’s a glut of malware types that don’t rely on traditional methods for infiltration. Fileless malware, in particular, is an incredibly elusive and dangerous threat that can bypass even the most sophisticated security measures. What is fileless malware? Fileless malware is […]
MFA fatigue attacks – SCAM OF THE MONTH
Miguel is a dedicated employee in the corporate offices of a department store chain. As part of his daily routine, he uses multi-factor authentication (MFA) to access his work applications. One morning, while he was focusing on a crucial project, his phone buzzed with a push notification asking him to approve an MFA request. Distracted, […]
Hybrid Work and RIAs: Choosing the Best Endpoint Protection Solutions – RIA Tech Talk Episode #15
In the latest episode of the RIA Tech Talk podcast, Todd and David talk about how more and more RIAs are embracing hybrid work and why endpoint protection is crucial. Whether your firm is fully remote, hybrid, or predominantly office-based, securing your workforce wherever they operate is essential. Hybrid work offers flexibility and employee benefits, […]
Running Your Entire RIA Business on Microsoft 365: Eliminating Silos and Third-Party Tools – RIA Tech Talk Episode #14
In this episode of RIA Tech Talk, we talk about how most RIAs with between 5 and 25 employees are not fully utilizing their Microsoft 365 subscription. These firms are often paying for 3rd party tools that are not as good as those provided by Microsoft and, worse yet, work in silos. Tune in to […]