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The Impact of Cybersecurity on Being a Trusted Advisor

Jan 31, 2019

I've been doing this a long time - 27 years and counting. And it still amazes me by the laissez faire attitudes I get when I discuss the value of securing a business' network. When I initially speak with most people, all too often we're discussing ...

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5 Tips for LA Investment Advisors to Manage Their Social Media Accounts

Jan 17, 2019

A recent survey of four-hundred financial advisors revealed that nearly half of them not only use some social media (such as Twitter, Facebook, and LinkedIn), but also leverage the advertising aspect of these platforms as well. And of that total, ...

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5 ‘How-To’ Hints for Improving Technology for LA Investment Advisors-943715-edited.jpeg

5 ‘How-To’ Hints for Improving Technology for LA Investment Advisors

Dec 11, 2018

In one form or another, technology plays an integral role in the day to day business operations of every  modern Registered Investment Advisor. Having up-to-date technology can not only help your firm operate more efficiently and effectively, but it ...

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How Security Compliance Gives RIAs a Competitive Edge

Sep 11, 2018

Registered investment advisors (also written as registered investment advisers, or RIAs) have an incredible responsibility to secure and protect the data of their employees, clients, and investors — no matter whether they reside in Los Angeles, the ...

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The Dangers of RIAs Using Unencrypted Mobile Devices

The Dangers of RIAs Using Unencrypted Mobile Devices

Sep 06, 2018

We live in an age of unprecedented connectivity with nearly 70 percent of the U.S. adult population using a smartphone as of 2017. Due to the increasing use of unencrypted mobile devices and smartphones, we can connect with friends and family around ...

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RIAs Can Reduce Their Digital Footprint

6 Ways RIAs Can Reduce Their Digital Footprint

Aug 16, 2018

Everything that we do today using technology today leaves a digital footprint. A digital footprint can be something positive or negative, depending on the context and what the goals are that you wish to accomplish. But what is a digital footprint ...

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Why RIAs Need to Budget for IT Services-669876-edited

3 Reasons Why RIAs Need to Budget for IT Services

Jul 12, 2018

As a Los Angeles registered investment advisor (RIA), you have the critical duty of protecting not only your firm’s IT infrastructure and data, but your clients’ data as well. Employing effective IT services is just as important an issue now as it ...

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HOW RIAS CAN TELL IF DATA IS BEING SOLD ON THE DARK WEB-822410-edited

How RIAs Can Tell If Data is Being Sold on the Dark Web

Jul 05, 2018

It’s the worst fear of every registered investment advisor (RIA): Discovering that your information, or that of your clients, has been hacked and is being used by malicious users. This type of data breach can result in a loss of trust in your firm ...

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3 Reasons Why RIAs Should Follow New York's Lead-030421-edited

3 Reasons Why RIAs Should Follow New York's Lead

Jun 18, 2018

Cybersecurity and providing greater protections for consumers are on everyone’s mind. Part of this reason is due to the recent implementation of the European Union’s General Data Protection Regulation (GDPR) on May 25, 2018, the rollout of the state ...

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Why Investment Advisors Need to Take Client Data Protection Seriously

May 09, 2018

As a registered investment advisor (RIA), you’re not only expected to protect your client’s data from a professional standpoint, it’s actually your fiduciary duty to do so. But carrying out this responsibility is a lot easier said than done in ...

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Dual Factor Authentication Best Practices for Your RIA Firm

Apr 12, 2018

At its core, cybersecurity is a risk management issue for all modern businesses and organizations. As cyber attacks continue to increase, both in terms of their complexity and their frequency, it’s important for employees at every business to ensure ...

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