Byte-Size Tech Videos
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
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
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?
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
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,
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
