Leadership Transition to Support Strategic Growth
St. Louis, MO – June 9, 2025 — Anderson Technologies, LP is proud to announce a strategic leadership transition that marks a significant milestone in the company’s evolution. Effective immediately, Robert Sanazaro has been appointed Chief Executive Officer (CEO), succeeding Farica Chang, who will now serve as Visionary and CEO of Anderson Technologies, Inc., the […]
The Case for Automation: Streamlining Compliance and Reporting in Wealth Management
As a wealth management firm leader, your calendar is likely dominated by an ever-growing list of regulatory deadlines. Between SEC filings, FINRA requirements, and state compliance mandates, how many hours do you and your team spend collecting data, cross-referencing information, and preparing reports? This administrative burden means less time for the activities that truly drive […]
Future-Proofing Family Offices: Cybersecurity in Generational Wealth Transfers
You’ve spent decades building a legacy. The relationships, the reputation, the wealth—all carefully constructed through years of disciplined decision-making. Now, as you prepare to transition leadership to the next generation, a new priority is emerging: how will you safeguard your family’s digital legacy when you’re no longer at the helm? The Generational Divide in Wealth […]
Wealth Management Firms: Will IT Make or Break Your Succession Process?
As a wealth management firm owner, your business succession plan might focus on things like valuation, client retention, and regulatory compliance. While these elements are undoubtedly critical, there’s an equally important factor that often gets overlooked: your technology infrastructure. Here’s why you need to seriously consider the role of IT in business ownership transitions: Business […]
Astaroth Phishing Kit Lets Hackers Bypass 2FA: Here’s How to Keep Your Business Safe
It’s 9:15 AM when your finance director clicks what appears to be a Microsoft security alert. Come 9:17 AM, she’s entered her credentials and 2FA code on what looks exactly like the official login page. By 9:45 AM, attackers have already accessed her email, set up forwarding rules, downloaded contacts, and initiated fraudulent wire transfers—all […]
The Best Ways to Use AI in Financial Services: How to Boost ROI and Reduce Operational Costs
When you hear “AI” and “reducing operational costs” in the same sentence, you might brace yourself for a conversation about workforce reduction. Don’t worry—that’s not where we’re headed. Instead, we’re looking at how strategic AI implementation can enhance your team’s capabilities, freeing them to focus on the golden, high-value work that only they can deliver. […]
Top 5 IT Compliance Risks Financial Services Firms Overlook (And How to Solve Them)
Financial services firms face a myriad of compliance risks that can lead to substantial penalties, reputational damage, and operational disruptions. While you’ve likely established compliance frameworks and familiarized yourself with requirements like PCI-DSS and SOX, the sheer number of possible vulnerabilities makes it incredibly challenging not to miss points of exposure within your business. We’ve […]
Are Your Passwords Putting Your Business at Risk? Here’s How to Fix That on World Password Day
As World Password Day approaches, it’s the perfect time to examine whether your organization’s password security practices are helping to protect your valuable information—or leaving the door wide open for cybercriminals. Are your employees guilty of these password faux pas? The Most Common Employee Password Mistakes (At a Glance) Reusing passwords Including personal information Choosing […]
5 Things We Learned at the 2025 EOS Conference (And How They’re Going to Benefit Our Clients)
This year marked Anderson Technologies’ third attendance at the annual EOS Worldwide Conference. As managed IT service providers, we’re constantly seeking ways to enhance our operations and service delivery—and this event never disappoints. As you might’ve seen on our LinkedIn, our team left the event feeling energized, inspired, and ready to implement invaluable nuggets that […]
World Backup Day: Why Backing Up Your Data Is Essential for Business Security
With World Backup Day 2025 here, now is the perfect opportunity to evaluate your organization’s data protection strategy. While many businesses invest significantly in preventative cybersecurity measures like firewalls and antivirus software, they often overlook the equally critical practice of regular, comprehensive backups. The reality—as we’ll explore today—is that you need both for truly effective […]
