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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.
James Harrison, CEO; John D. Sileo, CPAE, CSP
Mar 9, 2023
7 min
Cybersecurity for advisors
Financial advising firms could face their own crisis — from hackers and regulators — without a strong plan to thwart online threats.