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Get started on a robust security plan with a WISP for your business
Educate and train your most important last line of defense — your people.
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
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As we head into 2020, we believe this article summarizes a trend we think will continue to gain momentum.
We’ve always believed that cybersecurity should be looked at a lot more than just checking off a box but rather an integral component in providing holistic advice and the protection that RIAs provide to their clients.
In a very forward-thinking article ‘Making cybersecurity an adviser business opportunity’, Tech Reporter at InvestmentNews, Ryan Neal, makes a case for how advisers can become the clients’ first line of defense to keeping their financial lives safe.
Ryan explains how the advisor client conversation can change to:
“My idea is to change how we discuss cybersecurity away from a scary, complicated technology issue to a potential money-making opportunity. Instead of a threat that could destroy your business, what if cybersecurity became a service advisers provided alongside financial planning and portfolio management? What if advisers become clients’ first line of defense to keeping their financial lives safe?”
Protect Your Firm’s Future: E-Guide on Cybersecurity and Managed IT for RIAs
Year-End Housekeeping for Accountants
Tax Season Readiness: Implementing the Security Six for CPA Firms
How CPA Firms Can Prepare for the Busy Tax Season
Navigating the IRS WISP and Global Cybersecurity
