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stillman-wes-rightsize-solutions

Wes Stillman

CEO

Wes Stillman is the CEO of RightSize Solutions.

  • p1a4dgvv3o1i4shms1kdo1hnr18fpe.jpg
    Technology
    Cybersecurity mistakes your firm is still making

    Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

    By Wes Stillman
    October 4
  • Fintech
    Start taking cybersecurity seriously now that everyone is working remotely

    It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.

    By Wes Stillman
    April 28
  • p1aqeklb5c1rgdpdv15qh1qffl3i9.jpg
    Fintech
    Everyday tech — even printers — needs cybersecurity protection

    Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

    By Wes Stillman
    January 29
  • InVest tech demo New York
    RIAs
    4 rules for talking to tech vendors at conferences

    A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.

    By Wes Stillman
    November 8
  • Capital-One-Bloomberg
    Cyber security
    3 questions advisors should ask their tech vendors

    Take snafus from other financial institutions as fire drills to stress test your third-party providers.

    By Wes Stillman
    October 1
  • The Securities and Exchange Commission flag flies in front of a building.
    Cyber attacks
    An inside look at the SEC’s cyber exam

    While the agency has publicly detailed key focus areas, some planners still don't know how it evaluates firms.

    By Wes Stillman
    August 28
  • stillman-wes-rightsize-solutions
    Cyber security
    An insider look at the SEC’s cyber exam

    Here are questions the agency has been asking.

    By Wes Stillman
    May 29
  • How to find the best cybersecurity insurance plan for your RIA
    Cyber security
    Should RIAs buy cybersecurity insurance?

    Once deeply flawed, such policies are now a necessary piece of a firm's toolkit — but picking the right one is tricky.

    By Wes Stillman
    March 8
  • stillman-wes-rightsize-solutions
    RIAs
    RIAs: How to build a cybersecurity backbone before the SEC calls

    To win at cybersecurity, base your strategy on the way you are already serving clients.

    By Wes Stillman
    January 28
  • security man - here to assist you - bloomberg
    Cyber security
    Protect yourself from a cyberattack — before it happens

    You must not overlook important cybersecurity protocols for protecting your email.

    By Wes Stillman
    October 29
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CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.