Is your RIA setting up a satellite office? Here are some IT tips you need to know

Remote working is a rising trend in the US RIA industry today. Many financial services and investment management companies are growing or expanding their operations or staff are permanently looking to work from home. Satellite offices are becoming more common, as many businesses have learned that remote and hybrid-office arrangements are productive, cost-effective, and support […]

Switching to a new managed IT services provider? What your RIA firm needs to know

Making the decision to switch to a new managed IT services provider (MSP) can be challenging. Maybe your contract is ending, or your registered investment advisory or financial advisory firm is not getting what you need from your current arrangement. In any case, it’s important to know what to expect when changing MSPs so the […]