Zac Amos
Zac Amos is the Features Editor at ReHack Magazine with bylines on AllBusiness, Forbes, and e27. He specializes in covering business tech, cybersecurity, and compliance. For more of his work, follow him on LinkedIn or X (Twitter) .
Articles by Zac Amos
- Artificial Intelligence
What Financial Advisors Need To Know About Vibe Coding
While this technology is powerful, professionals should consider potential risks alongside the advantages.
- Opinion
8 Hidden Financial Risks for Small Independent Retailers
Lack diversified revenue streams, sophisticated forecasting systems and strong negotiating leverage, which makes them more exposed to volatility
- Market Intelligence
How To Warn Clients About Digital Asset Fraud
There is a growing interest in digital assets, but this investment sector is also rife with scammers and various forms of fraud.
- Money & Life
What To Consider Before Investing in a DST
For those who are preparing for or nearing retirement, mitigating risk goes beyond maximizing potential returns.
- Artificial Intelligence
Digital Transformation Strategies for Smaller Financial Institutions
The first step in effective digital transformation is understanding the available strategies.
- Artificial Intelligence
5 Compliance Risks of Using AI for Financial Advisers
The following are five primary compliance risks associated with using AI in finance, along with tips for financial advisers to avoid them.
- Opinion
How To Create a Security Budget for Commercial Properties
A well-structured security budget strengthens resilience while keeping spending disciplined and proportional to risk.
- Practice Growth
How To Create a Strong AI Governance Policy for Financial Advisors
Strong AI governance policies help firms use AI responsibly while protecting clients and meeting regulatory requirements.
- Artificial Intelligence
Should Your Financial Advisory Firm Use Edge Computing?
Edge computing refers to the processing of data closer to where it is created rather than sending everything to a centralized cloud or data center.
- Artificial Intelligence
The Role of Physical Penetration Testing in Financial Services
Digital access often starts with physical access, so physical penetration testing exposes security vulnerabilities before attackers find them.
- Artificial Intelligence
How To Assess Hype Versus Reality in Enterprise AI Adoption
Enterprise AI works as a set of systems that automate routine decisions and support large operational workflows.
- Artificial Intelligence
9 Tips To Transition To Paperless Workflows in Financial Firms
Switching to digital documents because they're easier to manage. While transitioning can be intensive, these tips will help make the process smoother.
- Artificial Intelligence
How Fintech Is Changing Retirement Planning
Fintech upends this model by adding automation, real-time data and personalized assistance.
- Artificial Intelligence
6 Questions to Ask Fintech Vendors About Data Security
Advisers can avoid costly contract violations and maintain their clients' trust by asking informed and focused questions before signing a contract.
- Practice Growth
5 Questions To Ask When Creating a New Budget
Here are key open-ended questions that reveal the reasoning behind a client’s budget, and provide insight into what to change.
- Artificial Intelligence
How the Rise of Fintech Is Shaping Financial Advice
Fintech tools offer opportunities for financial advisers to strengthen their practices and see incredible results while improving customer satisfaction.
- Opinion
How Financial Advisors Can Help Navigate Your First IPO
Clear education, a step‑by‑step plan and disciplined risk management help their customers make good choices under tight timelines.
- Opinion
The Rise of Return-To-Office Mandates for Financial Advisors
While the demand for flexibility remains strong among employees, financial firms increasingly lean toward in-office presence.
- Opinion
How AI Enhances Net Present Value Accuracy
Forecast errors, overly simplistic assumptions or overlooked market dynamics can distort the calculation and, ultimately, the investment outcome.
- Practice Growth
Understanding SEC Cybersecurity Requirements
Understanding these requirements is essential for protecting client assets, staying on the right side of regulators and safeguarding company reputations
- Opinion
The Hidden Costs of Hiring Your First Employee (And How To Budget for Them)
Beyond the base salary, multiple financial layers must be accounted for. Below are hidden costs to anticipate and how to effectively budget for them.
- Money & Life
15 Early Warning Signs of a Cash Flow Crisis
Business owners who anticipate it can prevent it — but they must understand what to look for. What are the early warning signs of cash flow issues?
- Practice Growth
5 Tips To Establish a Client-Centric Culture
Focus on delivering the best experience for their specific customer base. Here are five ways they can establish such a client-centric culture. #advisors
- Future of Advice
How To Use AI To Enhance Client Engagement
What are the most meaningful ways to use AI to convince customers to remain engaged? #AI #advisors
- Practice Growth
10 Tips To Educate Clients on Safe Online Payment Practices
It’s good for business. How should they approach education? There are 10 main strategies to consider. #advisors
- Practice Growth
How To Implement a Zero-Trust Security Model in Your Financial Advisory Firm
The zero-trust security model offers a modern approach to securing sensitive data and systems, ensuring client safety and business continuity. #advisors
- Practice Growth
6 Benefits of Using SWIFT Payments for Business
SWIFT is a dependable solution for companies looking to streamline global operations and comply with regulations. #advisors
- Practice Growth
5 Essential Tech Tools for Remote Financial Advisory Work
These five tools are crucial to success for FAs looking to up their game and develop better customer relationships. #advisors
- Practice Growth
Networking Strategies for Financial Advisors to Expand Your Client Base
Some approaches are better than others. They should brush up on effective modern strategies to maximize their impact. #growth
- Money & Life
Should You Involve Your Children in Financial Planning?
Financial literacy is a cornerstone of successful adulthood and many enter it with no idea how to manage their finances effectively. #kids #money
- Future of Advice
Should You Trust AI Financial Advice?
However, the main question is whether or not AI's financial advice is worth considering. #advisors #AI
- Practice Growth
7 Ways to Attract Top Financial Advisers to Your Firm
Talent acquisition is one of an organization's most costly and labor-intensive processes. Firms must implement techniques to save precious time
- Artificial Intelligence
5 Tips for Secure Data Destruction for Financial Advisors
Without proper data destruction protocols, businesses could expose themselves to security breaches and legal liabilities. #advisors #data
- Artificial Intelligence
What To Do After a Data Breach in Your Advisory Firm
Here are six actionable steps financial advisors should take in the aftermath of a data breach. #data #advisors
- Active Insights
How Do Unions Impact Your Investments?
The current union landscape influences a company’s market performance in four critical ways. #union