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RIAs: What’s Your ‘App’-titude?

Our connected lives mean we’re doing things from a very convenient standpoint. (Even Hillary Clinton admitted to using her personal email because of convenience.)

 

Enter your credit card and an Uber picks you up. Food gets delivered. You do your banking from the convenience of your phone. These days, it’s all online. We don’t even have to remember passwords anymore; password managers do it for us. (But are they even safe?)

 

While technology makes our lives awesomely convenient, it also puts our personal information at risk.

 

As an RIA, you are responsible for protecting your clients’ information. You are also responsible for ensuring the partners and vendors you work with are protecting their information. Often times, software design processes prioritize maximum with security functionality as an afterthought. Just because a company is popular or has a well-known name doesn’t necessarily mean it’s secure or trustworthy.

 

Consumers are growing more vigilant because they need to be. Increasingly they want to know about how you (and your partners) are protecting their personal data.

 

That’s why we created this open letter for you, RIAs, to share with your clients—about our proactive cyber security measures, triple-layer protection and numerous safeguards to shield communication and data.

 

Next week’s theme is: “Building Resilience in Critical Infrastructure.” Stay tuned!

INSIGHTS
What We’re Saying
Jul 22nd, 2024
Beyond Numbers: Accountants as Cybersecurity Advisors
In today’s interconnected digital world, the role of accountants is evolving beyond traditional financial management. Increasingly, clients are turning to their trusted financial advisors not
Jul 17th, 2024
Protect Your Construction Business from Cyber Threats – Secure Your Future Today
When you hear “cybersecurity,” do you think:  “Ugh.”  “Not a target.”  “What does that even mean?”  “I’ve got nothing they want.”  “I’ve not thought about
Jul 15th, 2024
Navigating the Future of Cybersecurity: Insights from Industry leaders
Join us for an engaging and informative webinar featuring insights from leading experts in the cybersecurity industry. As the cyber threat landscape continues to evolve,
Jun 24th, 2024
Decoding the SEC’s New Data Breach Rules: An Essential Guide for RIAs
The SEC’s recent amendments to Regulation S-P have brought significant changes for Registered Investment Advisers (RIAs) regarding data breach disclosures. According to a recent InvestmentNews
Jun 21st, 2024
Alert from Visory: Beware of Fake Google Chrome Errors Deploying Malicious PowerShell Scripts
Recently, a sophisticated phishing campaign has been identified, where hackers use fake Google Chrome error messages to trick users into running harmful PowerShell scripts. This
Jun 13th, 2024
Cybersecurity in the Age of Digital Evolution
Join industry experts from Visory for an empowering webinar tailored specifically for accounting firm owners and accountants navigating the complexities of AI use and remote
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