What the SEC’s Proposed Changes to Reg S-P Mean for Your Firm

The proposed regulation is crucial for investment managers and financial advisors as it seeks to safeguard clients’ sensitive information and prevent it from falling into the hands of cybercriminals. 

5 Common Mistakes to Avoid when Making a PowerPoint

PowerPoint presentations are a great way to share information. When creating your presentation, avoid these mistakes to ensure that your PowerPoint looks appealing and communicates your message effectively.

How to Merge Excel Files with Different Headers in Power Query

When you try to merge these files, some columns may disappear, and some cells might list “null” instead of your data. Follow these steps to properly merge these files after you have combined them in Power Query.

Cybersecurity Risks Posed by the Silicon Valley Bank (SVB) Shutdown

The recent shutdown of Silicon Valley Bank (SVB) has opened significant opportunity for cyber attackers to exploit the situation and target SVB account holders, their customers, and suppliers.

Cybersecurity & Compliance Regulation Best Practices in 2023

Upcoming regulations from U.S. agencies will impact investment firms’ cybersecurity risk management, governance, and incident disclosure policies.

4 Common Mistakes to Avoid in Microsoft Word

Microsoft Word has several word processing tools and features that can be helpful, but misusing them can disturb your document’s formatting. Read through common Microsoft Word mistakes and the best way to avoid them.

How to Switch Data in Columns and Rows in Excel

If you want to rearrange your column data to rows or vice versa, you can use the transpose feature in Excel to switch your data automatically. Follow these steps to switch your column and row data.

Institutional Investors Embracing the Cloud & Stronger Cyber Controls

Institutional investors are increasing their investment in IT infrastructure and the latest technology advancements. Learn how institutions are better monitoring their investment performance and manage business risk with the help of IT.

5 Growing Cyber Risks Facing the Financial Sector This Year

With the rapid pace of technological change, cybercriminals are constantly finding new ways to attack the financial sector. Learn more about the top five threats to your organization and how to prevent them.

Truth About Public Wi-Fi: What You Don’t Know Can Hurt You

Public Wi-Fi can be a convenient way to access the internet on the go, but it can also be a security risk. Here are some pros and cons to help you decide if you should use public Wi-Fi.

Are Your Compliance Efforts Putting You at Risk?

How you implement cybersecurity, cyber governance, and compliance influences how protected your firm actually is. 

What is Microsoft 365, and How Does It Work?

When your company implements Office 365, you’ll need IT services to keep your team secure and connected. Agio offers IT support for Microsoft 365 to promote a smooth workflow with your Office apps.