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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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Ending Distributors’ Costly Reactive Approach to IT Services

Ending Distributors’ Costly Reactive Approach to IT Services

Jun 29, 2018

As a distributor, it is always best to take a proactive approach concerning the creation and implementation of policies, procedures, and protective measures for your distributor technology. For example, let’s consider your fleet of vehicles: Should ...

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Human Firewall

Increase Your Cybersecurity Defense with a ‘Human Firewall’

Jun 27, 2018

Did you know that most cybersecurity and data breaches occur because of people than a lack of technology? While it is important to do everything we can to improve the security of our technology, if we ignore the human weaknesses of IT security, ...

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3 Ways Dual Factor Authentication Can Prevent CEO Fraud-736735-edited

3 Ways Dual Factor Authentication Can Prevent CEO Fraud

Jun 06, 2018

As if there aren’t enough cybersecurity threats in terms of viruses, phishing, spear phishing, malware, ransomware — there is another threat that has emerged over the past few years that comes with a high price: CEO fraud. CEO fraud is one of the ...

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How CFOs & CMOs Can Help Improve Cybersecurity

How CFOs & CMOs Can Help Improve Cybersecurity Protection

May 30, 2018

When it comes to cybersecurity (cyber security) initiatives, the message needs to come straight from the leadership within any organization. This becomes difficult when each leader within an organization has their own priorities; however, for the ...

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Cloud Services-868308-edited

How CPAs Can Successfully Adopt Cloud Services

May 29, 2018

As a Los Angeles certified public accountant (CPA), people hire you for your financial acumen and not your IT knowledge or skills. This may mean that your firm is operating using a conventional but dated on-site IT system and server that can be ...

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Backup & Disaster Recovery Solution-246468-edited

The Truth Behind Your Company's Current Backup & Disaster Recovery Solution

Mar 12, 2018

I’m sure you’re probably familiar with Murphy’s Law: Anything that can go wrong will go wrong — and at the worst possible time. While the concept can apply to any number of situations, it absolutely applies to those situations that many companies ...

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Benefits of managed IT-929457-edited

Top 6 Benefits of Managed IT Services

Mar 06, 2018

Just about every day, I am contacted by business owners who are facing a dilemma: Do they hire an in-house staff to handle their organization’s IT services or do they employ the services of a managed IT service provider (MSP)? Why should they choose ...

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