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.
This material is not intended to be relied on as investment advice and does not constitute a recommendation of any particular investment or investment strategy or an inducement to buy or sell any securities. The opinions expressed herein are those of the authors and do not necessary reflect the opinion of Trade-PMR, Inc. Any opinions expressed are as of the date of this publication and are subject to change, without notice. Any reliance on the information herein is done solely at the discretion of the reader. Joel Bruckenstein, Technology Tools for Today, John O’Connell, The Oasis Group, and Brian Edelman, FCI are not affiliated or associated with Trade-PMR, Inc.
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