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What the Gooligan Hack Means to You

Posted by Craig Pollack on Dec 1, 2016 3:34:00 PM

A new Android malware, called "Gooligan", is responsible for what’s believed to be the biggest theft of Google accounts on record. The strain has infected as many as 1.3 million Android phones since August. This latest hack has compromised devices stealing the tokens users are given to verify they are authorized to access accounts. 

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Topics: Cyber Security

The SEC to Require Social Media Disclosures on Form ADV

Posted by Craig Pollack on Oct 25, 2016 8:00:00 AM

As we all know, Registered Investment Advisors have long been required to register with the Securities and Exchange Commission using the Form ADV. But starting next year, RIAs will have to address the latest requirement added - to report their use of social media accounts on their Form ADV.

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Topics: Investment Advisor Articles

What Dyn's DDoS Attack Means to You

Posted by Craig Pollack on Oct 24, 2016 10:00:00 AM

Unless you’ve been living under a rock (or have been “disconnected” since Friday), you should have heard by now that some major websites were “inaccessible” to people across much of the United States on Friday after a company that manages DNS, a crucial part of the internet’s infrastructure, said it was under attack.  

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Topics: Cyber Security

5 Great Online Resources for LA Distributors

Posted by Craig Pollack on Oct 21, 2016 6:54:00 AM

Could you do with a little guidance when it comes to improving your inventory turn, or warehouse or bin management, or improving shipping efficiency or reducing logistical costs? Are you unsure of the latest software developments or what the market leaders in your industry are doing to stay ahead? Worry no longer; the Internet is home to a wide variety of resources that can help you get a grip on the ever-changing face of distribution, regardless of the problem you’re attempting to solve. 

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Topics: Distribution and Manufacturing Articles

5 Ways LA Investment Advisors Can Improve Their Technology

Posted by Craig Pollack on Oct 20, 2016 7:42:00 AM

I think you’d agree - technology for technology’s sake is rarely the best approach.  But, done the right way, technology can help your investment firm operate more effectively and efficiently ultimately impacting not only your investment performance but also the quality of service you deliver to your clients.

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Topics: Investment Advisor Articles

5 Ways an LA Distributor Can Improve Their Technology

Posted by Craig Pollack on Oct 19, 2016 8:57:00 AM

These days it would be difficult, if not impossible, for your LA distribution business to operate without the assistance of technology. Your orders are no doubt placed online, while your invoices and inventories are stored within your computer system’s servers and orders tracked via GPS-enabled technology.

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Topics: Distribution and Manufacturing Articles

6 Ways LA Investment Advisors Can Prevent Data Leakage

Posted by Craig Pollack on Oct 18, 2016 8:35:00 AM

In your role as an LA Investment Advisor, you handle so many different types of sensitive data on a daily basis that it may be a struggle to keep up. Controlling the data and ensuring its security is vital, as a security breach or “data leakage” could prove catastrophic for the reputation of your business. And as we all know, for a service business your reputation is everything.  So, how do you prevent such an eventuality?

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Topics: Investment Advisor Articles

The 5 Top Tax Research Systems for LA CPAs

Posted by Craig Pollack on Oct 17, 2016 9:00:00 AM

Regardless of the number of years you’ve spent working in Los Angeles as a CPA, there’s a good chance that you still come across terms or clauses that you’re unfamiliar with. Not only is the tax system complicated, but on top of that it’s always changing too. When you’re in such a position of trust, it’s likely that your clients will look to you for information and clarification.

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Topics: CPA and Accountant Articles

7 IT Habits of Highly Successful LA RIAs

Posted by Craig Pollack on Oct 14, 2016 9:00:00 AM

Some of the most successful Registered Investment Advisors in Los Angeles have key components in common with the most successful RIAs located anywhere in the country. Naturally, security, compliance, and operational efficiency are always most top of mind.  But, there are none more important nor as impactful as how they view and run their technology.

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Topics: Investment Advisor Articles

Expense Management Apps LA CPAs Can Recommend to Their Clients

Posted by Craig Pollack on Oct 13, 2016 8:30:00 AM

When it comes to being a Los Angeles based Certified Public Accountant, there are a number of areas you’re looked upon as the financial expert for your clients. At the same time, there are often opportunities to advise a client on how best to help keep their own records organized. And nothing more so than when it comes to tracking and reporting on expenses.

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Topics: CPA and Accountant Articles

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