Fintech & IT Solutions
- Fintech & IT Solutions
An Office Technology Blueprint for Financial Advisors
Do you need to set up or update your office technology? See what financial advisors should consider when creating an infrastructure and what to look for when considering a new firm partner.
- Fintech & IT Solutions
Simple Strategies to Banish Tech Burnout
The new business normal has brought us benefits but also challenges. Putting these simple boundaries in place can help you disconnect from work and reduce tech-related stress and burnout.
- Fintech & IT Solutions
Sitting in Front of a Computer All Day? Go Easy on the Eyes!
Are long hours in front of the computer starting to take a toll? Check out some simple solutions to ease your eyestrain.
- Cybersecurity & Enterprise Risk
A Security Checkup for Your Home Work Environment
Working remotely heightens cybersecurity risks. These best practices for a security checkup for your home work environment provide critical protection.
- Fintech & IT Solutions
Zoom, Zoom: Videoconferencing Best Practices
Without face-to-face meetings, your clients may feel adrift during difficult times. Use these videoconferencing best practices to stay connected.