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We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

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O365

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We Invite You to Replay the Cybersecurity Conversation.

Different from our last webinar, and probably most any other you’ve been on, we are presenting this webinar in a new interactive format. From the start, we’ll be opening the lines and our Q&A text box, for your specific (and anonymous) questions.


Cybersecurity continues to be the top compliance worry for registered investment advisors, with 83% citing it as the “hottest” compliance issue and 70% revealing they’ve increased compliance testing for cyber infractions over the past year, according to 2019 Investment Adviser Association’s annual compliance report.


Undoubted, cybersecurity should be a priority for everyone.  However, as an RIA, you have the added responsibility of your firm, employees, and clients. Come to the webinar prepared to stump us with your toughest cybersecurity question.

Here are the details: September 24th at 2pm EST / 1pm CST / 11am PST

We’ll answers questions on the critical focus areas of Identify, Protect, Detect, Respond, Recover. The webinar will provide insight on taking action, determining the right mix of people, process, and technology, convenience vs. security trade-offs, assigning roles & resources, and how to embracing change. The session is ideal for RIA principals as well as operational and compliance professionals who want to stay up-to speed on the latest cybersecurity best practices.

Replay the Webinar

INSIGHTS
What We’re Saying
Sep 25th, 2023
Navigating the Future: our Guide to Upcoming SEC Cybersecurity Rules
In our increasingly digital world, cybersecurity has become a top priority for Registered Investment Advisors (RIAs) and financial professionals. As we prepare for the forthcoming
Aug 22nd, 2023
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
In an age defined by technological progress, the financial industry has embraced digital tools and platforms like never before. This transition, while empowering, has also
Jul 20th, 2023
Beyond Compliance: Unlocking the Benefits of Robust Cybersecurity for RIAs
Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other
Jul 13th, 2023
AI Will Heighten Cybersecurity Risks for RIAs
As technology advances, so do the threats posed by cybercriminals. The wealth management industry in particular is facing amplified risks due to the introduction of
Jun 22nd, 2023
Establishing a Robust Cybersecurity Policy for RIAs
In today’s digital age, Registered Investment Advisors (RIAs) face an ever-increasing risk of cyber threats. As the financial industry becomes more reliant on technology, it
May 31st, 2023
A Functioning Cybersecurity Stack: Ensuring Firm Security and Regulatory Compliance for RIAs
In the realm of investment advisory firms (RIAs), the significance of robust cybersecurity measures cannot be overstated. As businesses navigate the digital landscape, protecting sensitive
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