Equifax’s Leak: lessons learned
No RIA wants their clients’ data leaked. How would your business respond if it did happen. Tips to avoid the fate of Equifax.
Become a keyboard Ninja with these shortcuts
Workplace Analytics a good tool for RIAs to measure productivity
Microsoft’s MyAnalytics was designed for employees to monitor their individual performance, but an updated version, Workplace Analytics, is a significant upgrade giving manager access to the information. It not only provides managers with insight into an individual employee’s performance, but it also helps them plan and create strategies around increasing productivity and improving employee output […]
Keep the cloud affordable for your RIA with these tips
Despite the cloud being a powerful and affordable solution that many RIAs welcome with open arms, there are hidden costs that some owners might not be aware of. It might cost you little at first, but it has the potential to snowball and cost more than your weight in gold. Follow these five tips to […]
12 questions RIAs should ask before moving to the cloud
Q1: How many RIA firms have you provided cloud services for to date and can you provide references? Our Answer: You don’t want someone practicing on your network. At a minimum, make sure they have at least 5 years of experience and clients already using this cloud platform. Q2: How quickly do you guarantee to […]
Stay on top of the social media policies for your RIA firm
With more and more social media platforms popping up all the time, it can be tough to keep track of social media policies and assess their effectiveness. However, if you fail to review them annually, you might get some unexpected surprises if problems arise. SEC provides guidance on social media In January 2012, the SEC […]
How automation and technology helps RIA firm marketing
Marketing is often a difficult endeavor for small and mid-sized RIA firm owners, but with automation and technology, you can make it a lot easier.
The wait for Microsoft Teams is over! Can your RIA firm benefit?
Slack is a well-known, cloud-based collaboration tool that helps your firm communicate better and be more productive.
Selecting the best Office 365 plan for your RIA firm
Office 365 Business, Business Premium, Enterprise E1, E3, and E5. Each of these Office 365 plans offer different features and services. Implement the wrong one, and you may end up with a solution that doesn’t fully meet your RIA firm’s needs. To help you select the right Office 365 license, we’ve summarized and listed the […]