Cybersecurity White Paper written by Joel Bruckenstein, Technology Tools for Today, John O'Connell, The Oasis Group, and Brian Edelman, FCI.
Advisors work day-in and day-out for their clients. The last thing these RIAs need is a cybersecurity issue harming those relationships. Staying compliant with ever-evolving regulations can be tricky, it comes down to understanding cybersecurity risks and how to implement best practices.
Alongside this white paper, TradePMR has developed a cybersecurity worksheet. This downloadable one-pager outlines common cybersecurity problems and how RIAs can implement a program that satisfies compliance requirements and meets cybersecurity goals.