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6 Ways LA Investment Advisors Can Prevent Data Leakage

In your role as an LA Investment Advisor, you handle so many different types of sensitive data on a daily basis that it may be a struggle to keep up. Controlling the data and ensuring its security is vital, as a security breach or “data leakage” ...

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The 5 Top Tax Research Systems for LA CPAs

The 5 Top Tax Research Systems for LA CPAs

Regardless of the number of years you’ve spent working in Los Angeles as a CPA, there’s a good chance that you still come across terms or clauses that you’re unfamiliar with. Not only is the tax system complicated, but on top of that it’s always ...

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Expense Management Apps LA CPAs Can Recommend to Their Clients

When it comes to being a Los Angeles based Certified Public Accountant, there are a number of areas you’re looked upon as the financial expert for your clients. At the same time, there are often opportunities to advise a client on how best to help ...

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6 Simple Steps for LA Wholesale Companies to Increase Their Tech ROI

Getting the most out of your technology assets is a key part of business success for wholesale companies. Tech ROI is a high priority. Whether it’s improvements to your ERP system, smarter warehouse automation, adding a supply chain system, ...

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Yahoo Accounts Stolen

Thanks Yahoo. Here we go again!

So, here we go again. And it's all thanks to Yahoo. It's hard to believe we're talking about another grand security breach - and the likes of which we've never seen before. Can things get any worse for Melissa Mayer?  Today Yahoo announced that ...

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Remote Access Best Practices for LA Distributors

Remote Access Best Practices for LA Investment Advisors

The world of investment is always moving, growing, and changing. And many times, remote access is just the next stepping stone in the natural progression of leveraging technology in new and meaningful ways that aids you as your firm grows. It’s ...

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The Advantages LA Investment Advisors Gain By Moving To Office 365

As a busy Investment Advisor your days are no doubt filled with all sorts of portfolio management, trading, and operational activities. And being responsive and keeping up with your communications is usually on top of your productivity list.  ...

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5 Hidden Costs When Moving Your RIA To The Cloud

Cloud-based services are rising in popularity, giving Investment Advisors the opportunity to store a wealth of information (pun intended) across an expanding network and giving access to data and information whenever and wherever they choose. Such a ...

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Dropbox email change

Dropbox is Requesting Me to Change My Password

Dropbox recently sent an email requesting users to change their passwords.  Unfortunately, with spam and phishing concerns it may have gone unnoticed by the majority of the audience it was meant for. So, for you Dropbox users who may have missed it, ...

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5 Ways LA Distributors Can Wow Their Customers With Technology

These days, it isn’t enough to merely please your customers with lower prices or respond to them quickly. If you want to ensure you’re going to keep your customers yours and get and stay ahead of your competition, it’s essential that you Wow your ...

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Is Encryption Software Worth the Hassle for LA Distributors?

Is Encryption Software Worth the Hassle for LA Distributors?

As an LA distributor, you have far bigger things to worry about than whether your network information is encrypted – things like are your inventory levels accurate, is the right product in stock, are orders filled, delivered, and invoiced. Right? ...

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