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How to Fight the Cyber War

Added on September 2018 in Manage Your Practice
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Summary: The massive Equifax breach announced to the public in September 2017 only serves to fuel the daily angst I feel as the chief compliance officer/chief investment officer for our $200-plus million RIA. If Equifax, with its tremendous resources, can be compromised, what fate awaits us in an environment of unrelenting cyber warfare?

Don't Let the Office Downer Ruin Your Project

Added on September 2018 in Manage Your Practice
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Small tech shifts that make a big difference

Added on September 2018 in Manage Your Practice
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Summary: When it comes to technological change, financial advisors no longer compete only against brokers, robo advisors and other advisory firms. Consumers also judge their RIAs against the convenience and responsiveness set by disruptors such as Google, Amazon and Uber.

GAO Urges Government Action to Combat Cybersecurity Risks

Added on September 2018 in Manage Your Practice
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Summary:  Federal agencies are failing to adequately address cybersecurity risks,  jeopardizing not only the operations of the federal government and its agencies but also the personal information of U.S. citizens, according to a new audit by the Government Accountability Office.

This Tech-Advisor Hybrid Wants Your Small Clients

Added on September 2018 in Manage Your Practice
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Summary: Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans: Degrees from Stanford, Wharton, and Georgetown appear on their resumes. After being on the team that sold a startup to Acxiom for $310 million, Jones was a founding partner at venture capital firm, Argyle Ventures. McKenna helped nurture a string of startups as both a co-founder and angel investor after an earlier stint at Morgan Stanley and in the U.S. Army.

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