OneDrive and SharePoint for RIAs: Which one to use?

File management solutions are a must for RIA firms, especially given the scope and sensitivity of the information you handle. Most RIAs are using Microsoft tools like OneDrive or SharePoint as they are easy to use, cost-effective, and secure. But OneDrive and SharePoint are not the same. How do they differ and when should you […]

How to be proactive with cyber defense at your RIA

It’s good to have an IT team and/or a third-party partner like a managed services provider (MSP) that helps keep your RIA protected against cyberthreats. It is even better to have all stakeholders involved in preventing data breaches. Here’s how everyone can be proactive when it comes to cybersecurity. Understand the threats you’re facing Before […]

Boost your Mac’s speed with these 5 tips

Boost your Mac’s speed with these 5 tips Even Macs aren’t immune to slowing down, but this problem is usually something you can resolve with a tweak or two. In this post, we offer five tips to keep your Mac as speedy and efficient as you need it to be. Clean up your Login Items […]

Watch out for distributed spam distraction

Most of us get a handful of spam in our email inboxes every day. While spam can be a nuisance, it only takes a few minutes to delete or block it. But if you receive tens of thousands of spam all at the same time, not only will it take you time to deal with it, but they might actually be hiding telltale signs that you’re being attacked by cybercriminals. This tactic is called distributed spam distraction (DSD), and here’s what you need to know about it.
What is DSD?

Email archiving at your RIA is about more than just compliance

A lot of RIAs look for an email archiving solution to meet their compliance requirements. But the right solution will also help you deliver better service to your clients and make life easier for staff. Compliance is just one of the reasons your RIA should have email archiving. Data storage and access, recovery, security, and […]