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Summary: After more than 30 years of managing technology in high-level positions in a variety of industries, Wes Stillman founded Lenexa, Kan.-based RightSize Solutions in 2002. It was the first provider of outsourced technology management and cloud-based cybersecurity solutions for registered financial advisors. In 2018 it launched the RightSize Shield, which it calls “the most comprehensive, flexible and completely compliant cybersecurity solution for RIAs.”
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Summary: In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees.
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Summary: Finding a niche can help planners build their businesses — but advisors looking to serve female clients better may need to be careful how they use that term.
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Summary: If you’re like me, you see dozens of articles every week that prescribe ways for advisors to more effectively get their message across to prospects. Well, here’s another one.
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Summary: Advisors looking for ways to connect their investor clients with startup funding, including angel investing have a new option. Investors and advisors interested in creating a special-purpose vehicle now have an automated SPV formation and management product available to them, according to the Miami Herald. Founded by Herwig Konings and Mario Pazos, Digital SPV won a South Florida fintech competition and has received $1 million in commitments, with plans to add more than 500 users by the end of the year.
