Back to Resources

Income Lab’s CTO, Manuel Balderas, wrote a great article featured in Think Advisor to help RIAs with action items they can take to improve the security of their firm. Check out the main takeaways below and the full checklist for some baseline steps to help secure your technology in 2022. Main Takeaways:

  •  Of the 6.3 billion global web attacks in 2020, 736 million targeted the financial services business.
  • The most likely cybersecurity threats for a small office are manageable, even for a non-technical employee.
  • Beware of non-computer items that offer gateways to your network, like coffee makers.

View the full article >>

Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

View all articles by Justin LinkedIn

Continue Reading

It’s Time to Retire Static Planning → Highest Advisor-Rated Retirement Distribution Planning Tool - Income Lab → How To Talk to Clients and Prospects About Social Security → Income Lab Ranked #1 Retirement Distribution Planning Tool and Technology All-Star in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information →

Ready to see this in action?

Watch how Income Lab helps advisors answer clients' toughest retirement income questions with guardrails-based planning.

Book a Walkthrough Start Free Trial