If you work for a financial advisory firm, you know that managing, storing and finding documents can be a challenge. Even if you have your documents in digital form — but in a traditional folder... Read More
Have you ever spent hours looking for a file requested by a regulatory agency? If so, you aren’t alone. As the regulatory and compliance landscape continues to evolve, the number of requirements imposed on financial... Read More
After speaking with an advisory firm whose management team requires employees to change certain passwords every three months, I was inspired to help firms establish practical and sane password policies. While password *strength* is vital... Read More
Depending on which study you consult, 33 to 50 percent of Americans are introverted—in other words, at least one third to one half of the people we know. That stat directly translates to the workplace,... Read More
How much time are you spending searching for electronic documents only to find yourself wasting time, money, and effort on an inefficient task? If you’re like our client HKM, you’re spending countless hours searching through... Read More