Cryptocurrency Multiplier – SCAM OF THE MONTH

Tyler was fascinated with the huge rise in bitcoin and other cryptocurrencies. He’s recently been using his phone application to invest in small portions of cryptocurrencies with some of his leftover money from his allowance and his paper route. Although he was seeing some positive returns, he wanted more. When on social media one day, […]

Does your RIA have a hybrid work environment? Make sure it’s secure

Remote working has proven to be invaluable in maintaining day-to-day operations during the pandemic, but many RIA practices are now considering how to safely and efficiently reopen their offices. Rather than simply returning to their existing brick-and-mortar establishments, RIAs are adopting hybrid work models to enhance employee experiences and create a more productive work environment. […]

How much internet bandwidth do remote workers need?

While working from home, you need to have the right amount of resources and support to be productive. You need a functioning computer and sufficient internet bandwidth. But chances are, you’re not aware of the minimum internet bandwidth requirements needed to be fully productive while working away from the office. Read on to learn if […]

VoIP systems basics for your RIA

Many businesses still rely heavily on landlines, which remain 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 RIA? Read on to find out. Different phone systems […]

Fighting the phish: Best practices for spotting and avoiding phishing messages

There are three main categories that phishing messages fall into: email, text message and phone calls. Let’s break down these three categories to learn more: Email Perhaps the most common method of phishing is done through email. We’ve all received these messages at work and on our personal accounts. Although IT has tools in place […]

BYOD Tips to improve safety

Lax bring your own device (BYOD) policies are a growing concern for all businesses, including RIAs. If you’re not managing your firm’s BYOD policy properly, it can pose a host of security risks. Below are some of the inherent security risks of BYOD. Loss or theft of devices – Employees often bring their personal devices […]

Many RIAs fail to backup SharePoint. Change that with these tips

Backing up SharePoint is a necessity to protect RIA firms from the risk of data loss. However, many RIAs don’t do regular or complete backups of their SharePoint files, which can be dangerous as RIAs deal with such highly sensitive financial and personal information. The reason SharePoint backups aren’t routinely done is because many people […]

Cryptocurrency Investment Scams

Cryptocurrency, also known as Crypto, is a digital currency that can be exchanged online for goods and services. Although intangible, crypto has exploded in popularity in the past few years and continues to grow. We know that when a topic or product gains enough popularity scammers are not far behind. Phone apps have created an […]