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With 2025 underway, Registered Investment Advisors (RIAs) are facing a major shift in compliance expectations. From enhanced Anti-Money Laundering (AML) rules to stricter cybersecurity requirements, the message is clear: firms that wait will fall behind.
In our recent webinar 2025’s Compliance Shake-Up: Are You Prepared to Protect Your Firm?, industry leaders laid out exactly what RIAs must do to stay compliant—and competitive—this year.
Key Takeaways: What’s Changing in 2025
- New SEC rules raise the bar on cybersecurity governance.
- Anti-Money Laundering mandates are expanding to cover more RIA firms.
- Third-party vendor accountability is under sharper regulatory focus.
- Incident response planning is now considered essential—not optional.
70% of RIAs are currently unprepared for the new AML regulations. Don’t be one of them.
5 Actions to Take Right Now
Based on insights from our expert panel—including Leila Shaver (My RIA Lawyer), Tammy Jutras (Visory), and Claudia Lunsford (Visory)—here are five things your firm can implement immediately:
1. Conduct a Cybersecurity Risk Assessment
Identify gaps in your network security, data storage, access controls, and employee practices.
2. Create or Update Your Incident Response Plan
Ensure your team knows how to detect, contain, and report security incidents. Test the plan.
3. Review and Vet Third-Party Vendors
Assess each vendor’s security protocols and ensure they align with your firm’s compliance standards.
4. Train Your Staff
Educate employees on how to detect phishing, manage passwords, and follow secure communication protocols.
5. Align IT and Compliance Functions
Integrate IT and compliance leadership to streamline oversight and reduce silos.
“Too many firms rely on outdated tech or assume their compliance stops at written policies,” said Jutras. “It’s time to upgrade both mindset and infrastructure.”
Need Help Taking Action?
Visory partners with RIAs to build robust IT and compliance frameworks that meet evolving regulatory demands. Whether you need a risk assessment, compliance tech audit, or employee training plan—we can help.
Book a compliance readiness consultation today.
📞 Contact Cybersecurity Services:
Claudia Lunsford | 888.294.9690 x122 | cl*******@vi****.net
Compliance
Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.
Cybersecurity Solutions and Services
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
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