Byte-Size Tech Videos
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
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
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
