As more and more critical client information leaves paper files and enter the digital realm, the security of this information is an increasingly important function within wealth management firms. A leading cybersecurity expert will discuss the myriad threats facing wealth managers, including phishing, ransomware, and other threats to advisors, as well as tools and tactics that advisors can use to mitigate these threats.
You Will Learn
- Client data in the cloud
- Where is this data?
- How did it get in the cloud?
- Is it secure?
- What is being done to secure it, if anything?
- Risks in the security of their data
- What is a cyberattack?
- Forms of attacks
- Who conducts attacks?
- What do they want?
- What are the organizations that support you doing to help protect your client’s data?
- Data security
- Penetration testing
- New security measures (e.g. biometrics)
- Best practices to protect your client’s personal data
- Data center security
- Cloud application security
- Password protection
- E-mail protection
- Virus detection on all computers
- What can your clients do to help themselves?
Steven Ryder is the President and Founder of True North Networks, LLC. Starting in 2002, True North Networks has been providing straight answers and bright solutions to their technology clients throughout the country. Prior to starting True North, Mr. Ryder worked in the financial services industry serving as Vice President of two banks, managing relationships with Fannie Mae’s largest New England clients, and was the CFO of the largest real estate company in New Hampshire. Steven has been to El Salvador and Ecuador more than a dozen times not only building houses with his local Rotary group, but volunteering his time and donating equipment to many local schools within those countries. His family is currently assisting a young woman in El Salvador attend college. Being a good corporate citizen within his local community and abroad is important to Steven, and he encourages the entire True North team to embrace these components in how they define success and support their community.
Registration Fee: $19
Archive: The archive recording will be available in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Note: This webinar was recorded on April 7, 2021.