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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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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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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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3 Additions to Advent Axys that RIAs Should Know

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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Things Encryption Software Does That Make it Harder to Support a Workstation for LA RIAs

As an LA RIA, there’s pretty high chance you come face to face with sensitive data, personal details, and financial information on a daily basis. And as a RIA, it’s your obligation to protect the interest of not only your firm but also of your ...

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5 Ways RIAs Can Wow Clients With Technology

As a service focused trusted advisor, there’s nothing quite like coming through and satisfying a client. Knowing that your skills and experience are helping them reach their financial investment objectives is a sure sign of a job well done. Imagine ...

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5 Considerations for LA RIAs to Make Before Moving to the Cloud

As a Los Angeles based Registered Investment Advisor, there’s a good chance you spend the majority of your time guiding clients into making the right decisions and monitoring markets so that you’re always one step ahead of the competition. And one ...

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The Top 5 IT Mistakes LA Investment Advisors Can’t Afford to Make

It’s an unfortunate fact of life that we all make mistakes. Sometimes they can’t be helped and sometimes the fallout can be contained with relatively little impact. What happens, however, when a mistake is made that could cost you and your ...

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How Los Angeles RIAs Stay Ahead of New Technology

Staying ahead of new technology is a challenge in any profession, but Los Angeles RIAs have steep hurdles to overcome. They rely on computers, programs, and apps to communicate with clients, manage client assets, and carry out trading-related ...

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Los Angeles Investment Advisors: Join These LinkedIn Groups

The original purpose of LinkedIn was to provide recruiters with a powerful head hunting resource. Now it is the world’s largest professional network and has incidentally developed into an innovative marketing platform. Los Angeles investment ...

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Problems with IT Disaster Recovery Planning for Los Angeles RIAs

Enough tech-based disasters have made the news in recent years for Los Angeles RIAs to take a serious look at their IT disaster recovery planning. Thanks to industry regulations, most if not all financial services professionals have some sort of ...

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