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The Top 5 Habits Threatening Data Security for LA Investment Advisors

As a Los Angeles based Investment Advisor, your clients look to you to manage a significant portion, or even sometimes all, of their investment portfolios. At the same time, it goes without saying that they’re looking to you to take care of and ...

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5 Great Online Resources for LA CPAs

As a CPA in Los Angeles, you’re no doubt used to your clients relying on you to know exactly what’s what, and being able to advise them in most every aspect of their finances. However, who advises the Advisor? The Internet is an amazing online ...

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3 Things All Security Audits Must Contain for LA Investment Advisors

Security audits in the investment industry should be both compulsory and commonplace, ensuring that computing practices are compliant, maintaining and regulating data is done securely, and operating with clarity. As an LA Investment Advisor, there ...

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Adobe Releases Emergency Patch for Flash After Ransomware Attacks

For the second time in two months, Adobe has released an update to Flash that, if you're running Flash, is more than just a nice-to-have. The software maker urged the more than 1 billion users of Flash to update the product as quickly as possible ...

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What Intuit is Doing to Fight Tax Fraud for LA CPAs

Tax fraud is a huge problem for CPAs, as clients usually turn to their advisor when the IRS steps in. It’s incredibly important for a CPA to remain vigilant at all times during tax season in order to look out for potential problems; failure to ...

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How Dropbox Can Harm Your LA Investment Advisory Firm

Dropbox has become almost the de-facto standard in file sharing among the masses.  It’s a wonderful file sharing resource allowing friends and family members to easily share photographs, files and videos, particularly when they’re too large to be ...

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The Advantages LA Distributors Gain by Moving To Office 365

There’s a lot to communicate and keep track of as a distributor, particularly in a city as busy as Los Angeles; from shipments to stocking levels, and ordering to managing staffing, to finances and business projections.  So, wouldn’t it be simpler ...

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How Filing With eSignatures Can Benefit Los Angeles CPAs

You’ll no doubt remember the good old days of printing a document, signing it, faxing it to your client or partner, asking them to sign it, and then faxing it back. Long-winded and a waste of paper in the best of times and an increased security risk ...

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7 of the Best Online Technology Resources For LA Investment Advisors

Not only has the Internet become an increasingly popular tool for anybody looking for assistance with their finances, there are a number of quality resources for RIA specific technology content available that can help a professional Investment ...

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5 Gotchas Underperforming LA Distributors Have With Their Warehouse Technology

If there’s one thing you don’t want, it’s technology getting in the way of your warehouse staff’s ability to fulfil your orders efficiently and effectively.  While often times your warehouse staff is siloed from your office staff, the technology ...

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Three of the Latest Additions to Advent Axys that LA RIAs Should Know About

Axys’ claim to fame is helping Investment Advisors to get more done during their day.  Interestingly enough Axys, which is Advent’s leading portfolio management solution, recently introduced a number of upgrades with the intention of improving the ...

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