IA Watch Cybersecurity Conference 2017

IA Watch Cybersecurity Conference 2017

Last Friday, I got the chance to speak at IA Watch’s Cybersecurity for Financial Services. I was joined by tech visionary Wes Stillman, CEO of RightSize Solutions. We presented for forty-five minutes on the importance and nuances of data loss prevention, one part of a series on technology, tools, and practices central to cybersecurity...

Natural Biases that Affect Decision-Making

We are honored to have been published by Financial Advisor Magazine:

Advisors who run successful RIA firms have mastered the art of making smart business decisions amid suboptimal conditions and external pressures in the wealth management industry. This is a rapidly evolving industry, and RIAs find themselves under constant pressure to innovate and respond to competition while growing assets and profit margins.

Give and You Shall Receive

Give and You Shall Receive

Over the past two months we have had the pleasure of hosting Gavin Zheng, a Summer intern from the West Side YMCA’s Teen Career Connection program. By way of quick background, the YMCA program is designed to provide high schoolers with opportunities to explore career paths, build their resumes, and learn professionalism. When first considering our participation, we recognized the importance of tempering our expectations, especially as we were signing up for a high school intern program. Our attitude and expectation was to “give more than we received” and, being a mission-driven organization, we were quite okay with that.