Cybersecurity: What advisors need to know about protecting data

Blaine Aikin, Executive Chairman, fi360
Wes Stillman, Founder and President, Rightsize Solutions

August 23, 2016

Cybersecurity is a topic everyone is becoming more familiar with. When data breaches occur to major companies, it causes major headlines and major headaches. But advisors shouldn’t feel complacent that they’ll slide under the radar.  With access to personal information about their clients and less resources to devote to data protection, advisors make for an enticing target. In this session, we first make the case for a fiduciary imperative to take cybersecurity seriously and review the latest guidance from regulators. Then our guest presenter gives an overview of vulnerabilities most advisors share and the steps any advisor can take now to better protect themselves from attack.