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What every financial advisor must know about cybersecurity compliance

James Harrison, CEO; Ted Rusinoff

May 9, 2022

What every financial advisor must know about cybersecurity compliance

Cybersecurity expert James Harrison shares the current requirements, what a good plan looks like, and what advisors can do to stay compliant and protect client data.
Cybersecurity for advisors

James Harrison, CEO; John D. Sileo, CPAE, CSP

Mar 9, 20237 min

Cybersecurity for advisors

Financial advising firms could face their own crisis — from hackers and regulators — without a strong plan to thwart online threats.