Creating a breakaway RIA? Keep these IT tips in mind
Here’s the scenario: you’ve worked your tail off as a RIA, and you’ve come to the point where you feel the need to move on to bigger things. You now have the experience, network, and resources you need to establish your own RIA firm. But before you get into the nitty gritty of creating a […]
Can your RIA lower cybersecurity insurance costs with advanced security and employee training?
In the face of rising cyberthreats, more and more RIAs are looking at cybersecurity insurance to protect them in the event of an attack. The insurance can be costly, however employing advanced security practices and training your employees can help bring that cost down. Related article: What is endpoint security and is your RIA on […]
Proper Device Disposal – SCAM OF THE MONTH
Diego is trying to upgrade his laptop which meant getting rid of his old laptop. Diego bought this laptop himself a few years ago and used it for work from home activities during the pandemic. He put an ad in a social media public marketplace with the advertisement, “Selling my faithful work laptop, still works! […]
BYOD Tips to improve safety
Many businesses still rely heavily on landlines, which remain as one of the first points of contact businesses have with their customers. With the marriage of traditional telephony and digital connectivity comes a more affordable and reliable option: internet phones. Is this the best option for your business? Read on to find out. Different phone […]
VoIP systems basics for your RIA
Many businesses still rely heavily on landlines, which remain as one of the first points of contact businesses have with their customers. With the marriage of traditional telephony and digital connectivity comes a more affordable and reliable option: internet phones. Is this the best option for your business? Read on to find out. Different phone […]
Look to Microsoft Defender for endpoint protection at your RIA
RIAs deal with such highly sensitive information that they cannot rely on just basic data protection for their network. Sensitive data requires advanced protection, which is why many RIAs are looking for reliable endpoint security solutions that won’t break the bank. Endpoint security uses tools to protect data flowing between devices, computers, and external sources. […]
The cost of a ransomware breach at your RIA
A breach or ransomware attach at your RIA will result in a cost to many different sides of your business. There are some obvious impacts, but there are also some often overlooked areas that you should be aware of. Financial implications Depending on the type of breach and what was compromised, you may be facing […]
Improving RIA compliance with Microsoft Compliance Manager
Not all RIA firms have the labor force and resources to focus solely on compliance like large corporations do. That’s why RIAs should be aware of tools like Microsoft 365’s Compliance Manager to help with their compliance needs. What is Microsoft Compliance Manager? Compliance Manager is Microsoft’s proprietary compliance management solution that you can access […]
Man-in-the-Middle Attack – SCAM OF THE MONTH
Mina was traveling abroad and enjoying a life-changing cultural experience. She was always on the go, taking in all the city sights she could see while updating her blog along the way. To make her blog upload efforts easier, Mina set her phone up with the AutoConnect feature so she could automatically connect to any […]