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Thanks Yahoo. Here we go again!

Posted by Craig Pollack on Sep 22, 2016 1:30:00 PM

So, here we go again. And it's all thanks to Yahoo. It's hard to believe we're talking about another grand security breach - and the likes of which we've never seen before. Can things get any worse for Melissa Mayer? 

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Topics: Cyber Security

Remote Access Best Practices for LA Investment Advisors

Posted by Craig Pollack on Sep 19, 2016 8:30:00 AM

The world of investment is always moving, growing, and changing. And many times, remote access is just the next stepping stone in the natural progression of leveraging technology in new and meaningful ways that aids you as your firm grows. It’s flexible, scalable, and makes it possible for you to access your client data no matter where you are, as well as connecting colleagues in different offices with ease.

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Topics: Investment Advisor Articles

The Advantages LA Investment Advisors Gain By Moving To Office 365

Posted by Craig Pollack on Sep 15, 2016 8:30:00 AM

As a busy Investment Advisor your days are no doubt filled with all sorts of portfolio management, trading, and operational activities. And being responsive and keeping up with your communications is usually on top of your productivity list.  Regardless of how your firm’s running its core office and communications system, do you ever wonder if there’s something out there that could offer more?

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Topics: Investment Advisor Articles

5 Hidden Costs When Moving Your RIA To The Cloud

Posted by Craig Pollack on Sep 12, 2016 8:00:00 AM

Cloud-based services are rising in popularity, giving Investment Advisors the opportunity to store a wealth of information (pun intended) across an expanding network and giving access to data and information whenever and wherever they choose. Such a network is invaluable when your need to access it from various locations, have a disparately located workforce, or work at non-standard business hours are key to your success.

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Topics: Investment Advisor Articles

Dropbox is Requesting Me to Change My Password

Posted by Craig Pollack on Aug 26, 2016 8:42:00 AM

Dropbox recently sent an email requesting users to change their passwords.  Unfortunately, with spam and phishing concerns it may have gone unnoticed by the majority of the audience it was meant for. So, for you Dropbox users who may have missed it, here's a quick recap.

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Topics: Cyber Security

5 Ways LA Distributors Can Wow Their Customers With Technology

Posted by Craig Pollack on Aug 4, 2016 11:10:15 AM

These days, it isn’t enough to merely please your customers with lower prices or respond to them quickly. If you want to ensure you’re going to keep your customers yours and get and stay ahead of your competition, it’s essential that you Wow your customers at every turn. While being on the ball and listening to your customers’ needs will take you far, the technology that you use and, further, how you use it, will help build into your organizations process ways that increase wow factors.

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Topics: Distribution and Manufacturing Articles

Is Encryption Software Worth the Hassle for LA Distributors?

Posted by Craig Pollack on Aug 1, 2016 8:30:00 AM

As an LA distributor, you have far bigger things to worry about than whether your network information is encrypted – things like are your inventory levels accurate, is the right product in stock, are orders filled, delivered, and invoiced. Right? Wrong!

Take a minute to think about the information that’s stored within your company’s network - the emails that you send and receive; the personal information of staff and customers; your customer list, your price book, your proprietary intellectual property;

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Topics: Distribution and Manufacturing Articles

The 7 IT Habits of Highly Successful LA Distributors

Posted by Craig Pollack on Jul 29, 2016 9:00:00 AM

As hands on as the key manager of a Los Angeles distribution company needs to be, you still rely upon technology throughout the majority of your day.  And while you may think you’ve got it covered, don’t ever underestimate the influences of those around you.  We’re creatures of habit that learn by example, after all.

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Topics: Distribution and Manufacturing Articles

6 Things the SEC Looks for When Assessing an RIA’s Security

Posted by Craig Pollack on Jul 28, 2016 8:30:00 AM

Created by US Congress to ensure that financial markets are secure and that the interests of investors are being protected, the Securities and Exchange Commission (SEC) may already have visited your RIA firm. If you’ve received an audit, you’ll be well aware of what the SEC is on the lookout for. If you’ve yet to be audited, the idea may fill you with dread. 

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Topics: Investment Advisor Articles

The Top 5 IT Mistakes LA CPAs Can’t Afford to Make

Posted by Craig Pollack on Jul 27, 2016 7:30:00 AM

As a practicing CPA in Los Angeles, you’re no doubt aware of how integral IT has become to your role. Long gone are the days of paper spreadsheets. You use the latest and greatest software, while billing and invoicing are also handled electronically. Indeed, there’s a good chance that every aspect of your work day is now dominated in some way by technology. But, do you know how to make the most of it?

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Topics: CPA and Accountant Articles

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