Dakona · November 2026
An AI acceptable use policy for RIAs that your systems actually enforce
A written AI policy does not stop an advisor from pasting client data into a personal ChatGPT login. Your systems have to do that.
Read the articleInsights
Technology leadership for RIAs
Practical writing on who owns technology decisions at an RIA, how to oversee providers, and what AI changes.
About Dakona's fractional CTO engagementsLatest Writing
Recent posts
Dakona · November 2026
Outsourced CTO or MSP: who makes the technology decisions at your RIA
An MSP runs your technology. An outsourced CTO decides what your technology should be. Most RIAs have the first and not the second.
Read the articleLinkedIn · October 2026
A written AI policy does not stop a personal ChatGPT login
Most RIA AI policies list approved tools. Very few check what actually happens on the device. If the policy and the configuration do not match, the policy is only a document, and an examiner will notice.
Read on LinkedInComing soon
Our next article, The case for technology leadership at RIAs, publishes on LinkedIn soon. Check back here for the link.