IT Security for Smaller RIAs: Military to Financial Planner Podcast
Our President David Kakish joined the Military to Financial Planner Podcast to discuss IT security priorities for smaller RIAs. He shares tips on the core security building blocks for an RIA just starting out. When you’re a firm with 5 or fewer employees, you need a base level security not just to keep your data […]
Podcast: Why your RIA should use Microsoft Authenticator instead of Text or SMS for Multi-Factor Authentication
If your RIA is using text or SMS messages for your multi-factor authentication, you’re not using the most secure option. In this short podcast, we discuss why RIAs should move away from text and SMS and towards more apps like Microsoft Authenticator. Hackers have the ability to intercept text messages which means they can also […]
Charity scams – SCAM OF THE MONTH
Hurricane season is in full swing and Samantha wants to donate to help the cities that have been hit the hardest. Samantha planned on researching charities before donating, but when she saw a well-known news anchor post a link on social media to a charity collecting donations, she decided to donate through the link. She […]
The RIA’s Complete Guide to phishing
Download as a PDF It’s likely you’ve heard of phishing and know it’s something you want to avoid. But do you know what it really means and exactly how a phishing attack works? In our experience, lots of people don’t know the specifics. And that’s OK. But the key to keeping your business protected from […]
Pet adoption scams – SCAM OF THE MONTH
Walter has always wanted a dog, and now that his new job lets him work from home, it is the perfect time to find a furry friend. He started searching online and found one woman who was moving to a new apartment that didn’t allow pets. She was hoping to re-home her pup as soon […]
Podcast: What’s the best email archiving solution for your RIA?
Until recently, most RIAs had limited options for email archiving. They choose between Smarsh and Global Relay. However, Microsoft has emerged as a world-class player in this space – plus their email archiving features are part of the Microsoft subscription you’re already paying for. In this podcast we discuss the Microsoft option and why Gartner […]
Housing websites scams – SCAM OF THE MONTH
Georgia was planning to move to a new city for her job, and so she started the search for a rental. Every day she checked top housing websites, keeping her eye out for the perfect one. To her dismay, there wasn’t much that her budget could afford in the area, but she kept looking. Until, […]
VoIP eavesdropping: How your SMB can prevent it
One of the biggest threats that can affect your company is Voice over Internet Protocol (VoIP) eavesdropping. This occurs when someone uses a software program to record or listen in on your VoIP calls without your permission. This can be done for malicious reasons, such as stealing trade secrets or committing fraud. To protect your […]
Common cybersecurity terms explained
With so many different IT security terms and concepts that you need to learn when running a business, where should you start? Diving into cybersecurity can be challenging, but learning about the most commonly used terms in IT security is a good place to start. Understand these basic terms so you’ll be better prepared to […]