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Website Maintenance Audit for Financial Advisors 2025
In 2025, “maintenance” is no longer just about uptime or loading fast. It’s about regulatory landmines, cyber threats that don’t sleep, and user expectations that make TikTok look slow. If you’re a financial advisor, every missed check is a risk: lost clients, regulator fines, or a reputation-destroying hack.
WordPress Maintenance for Wealth Management Firms
With great power comes great…maintenance. For financial advisors, “good enough” WordPress maintenance isn’t just lazy, it’s a liability. Regular and well run maintenance is the bare minimum for professional credibility and regulatory peace of mind.
Website Performance Optimization: How Speed Impacts Client Trust in Financial Services
“First impressions stick - especially when your money’s on the line. And nothing says ‘don’t trust me’ like a spinning wheel on a financial website.” I. The Trust-Speed Connection Let’s get this out of the way: 47% of users expect your web page to load in two seconds...
FINRA Rule 2210 Website Compliance: The Complete Maintenance Checklist
FINRA’s guidance now zeroes in on ongoing website maintenance – not just a one-time compliance check. That means routine audits, disclosures that don’t hide on mobile, and tracking every tweak you make (yes, even that typo fix).
Why 85% of Small Businesses Face Ransomware Attacks: Accounting Firms Hit Hardest
Why do the bad guys love accounting firms? In one word: data. You’re sitting on a goldmine of financial records, SSNs, tax documents – the kind of stuff hackers dream about on their off nights.
Website Maintenance Emergency Response Plan for Financial Services
If your site fails during a market event, clients notice—and so do regulators. Reliability is inseparable from trust in our industry. If you think website emergencies only happen to “other” firms, let’s just say: Equifax, the CIA, and Sony all thought the same thing—until they hit the headlines for all the wrong reasons. The stakes? Lost credibility, angry clients, and sometimes, regulatory action with real teeth
The Hidden $50K Cost of Website Compliance Failures for Financial Advisors
Just when you thought the SEC might be taking a breather with some of their layoffs, they come back swinging: nine more investment advisers were smacked with $1.24 million in fines—an average of nearly $140,000 per firm, all for website-related compliance failures.
Announcement: Free ADA Compliance Testing Tool
We are please to announce that our sister company has launched our new ADA Compliance Testing tool! If you own a website, you can scan the first 5 pages of your site for free--sign up here. If you are a digital agency owner, we are offering free plans for the first...
How To Fix a Contact Form 7 That Isn’t Working
Problems with CF7 not sending, or otherwise not working? Here are the possible causes and step-by-step solutions to fix it fast.
ADA Compliance Fail
Some businesses don't even bother to try, but when you're "handicap-accessible" without actually being handicap-accessible, then you're openly inviting lawsuits. That's exactly what will happen. The number of ADA Title III Lawsuits filed each year increases every year...
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