At a glance
- At Summit Place Financial Advisors, email was down but the firm had other ways to contact clients, founder and president Liz Miller told InvestmentNews.
- Advisors should not run their entire technology stack with one provider, Life Planning Partners founder Carolyn McClanahan said after her firm sent clients a Constant Contact message with alternative contact methods.
- Microsoft said early Friday it was seeing "encouraging recovery progress," with a 48-hour email timeout window in place to protect delayed messages while delivery caught up.
A widespread Microsoft 365 outage disabled Outlook, Teams and Copilot on Friday, pushing advisors to backup contact methods, InvestmentNews reported, citing the Associated Press.
At Summit Place Financial Advisors, email was down but the firm had other ways to contact clients, founder and president Liz Miller told InvestmentNews.
Advisors should not run their entire technology stack with one provider, Life Planning Partners founder Carolyn McClanahan said after her firm sent clients a Constant Contact message with alternative contact methods.
Microsoft said early Friday it was seeing "encouraging recovery progress," with a 48-hour email timeout window in place to protect delayed messages while delivery caught up.
Reported by the Practice management desk from InvestmentNews. Published . Corrections