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How Registered Investment Advisors in Los Angeles Use Technology

In 2014, Maximizer CRM polled over 900 registered investment advisors, all of whom were categorized based on net worth, practice income, and rate of new client acquisition. The poll showed 56% of the “top” RIAs indicated that their technology ...

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How CalCPA Benefits Los Angeles Accountants

The California Society of Certified Public Accountants, or CalCPA, has more than 42,000 members and is the largest statewide association of CPAs. It is also one of the oldest CPA organizations in the country. The organization can be a vital resource ...

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How a Technology Plan Helps Los Angeles RIAs

Practically all companies today rely on technology to conduct business and serve clients. Because computers and the Internet are so critical to daily operations, it is important for Los Angeles RIAs to have a technology plan in place. Properly ...

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Top 3 Los Angeles CPA Problems with Outdated Technology

Technology is more important to Los Angeles CPA firms today than ever before. It is no secret that technology helps make various aspects of a business simpler and more efficient, from communication, to reporting, and more. Outdated technology can ...

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How Los Angeles CPA Firms Attract Millennials

Millennials are vastly different from any generation before them. Los Angeles CPA firms should be aware of what it is that millennials want from them, and how they differ from previous generations.  Born during the rapid rise of the Internet and ...

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Los Angeles RIAs Top Cyber Security Concerns

A recent study by the Depository Trust & Clearing Corporation, revealed that cyber security is the number one concern for 46% of all financial institutions in the US. Internet-based threats brought about more worry than market policies, new ...

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How Paperless Document Management Increases Efficiency for LA RIAs

Keeping up with the daily influx of paperwork is a constant challenge for Los Angeles RIAs. Customer correspondence, invoices, receipts- they all create a mountain of documents that can make it nearly impossible to find a particular item or file. To ...

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Windows 10: Day One - The Initial Reaction

Is it the beginning of the end or just the beginning? The pundits are talking. The commercials have been playing over and over again.  Today is the release date for Windows 10. So, have you downloaded and installed your upgrade yet? Before you do, I ...

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3 Reasons Why Los Angeles CPAs Need Secure Passwords

As a Los Angeles CPA, you probably know that you need secure passwords, but do you understand why? The simple explanation is to protect information on devices and applications such as laptop and desktop computers, smartphones and tablets, email ...

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How VMware Horizon View Improves ROI for Los Angeles Investment Advisors

Virtual desktop infrastructures (VDIs) are becoming a more common resource in Los Angeles investment firms, and it’s easy to see why. Static desktop PCs are converted into virtual workspaces that can be accessed anytime and from anywhere. Both ...

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Why LA CPAs are Using Multi Factor Authentication for Cloud Apps

If a bank were secured merely by the lock on the front door, would you think the bank manager was careless or short-sighted? More typically, a bank will have a highly secure safe, alarm systems, security pass cards, and lots of locks. Would you ...

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