Financial Advisor
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Interview with CEO, Jason Ford, talking about technology in Finance
- February 18, 2021
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance
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Our CEO, Jason Ford, was interviewed today to get his thoughts on how information security and managing IT impacts the Finance sector and more specifically Wealth Advisors.
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New Way to Manage Employees
- October 19, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, RIA
RIAs are adjusting to employees working from anywhere including changing business processes. Information security is the key to keeping client trust.