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Results: 4

Cybersecurity successes

Ted Rusinoff; James Harrison, CEO; Julianne Hertel, CLU, ChFC

Oct 22, 2022

Cybersecurity successes

When it comes to cybersecurity and compliance, it’s important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.
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 successes

Ted Rusinoff; James Harrison, CEO; Julianne Hertel, CLU, ChFC

Oct 19, 20228 min

Cybersecurity successes

When it comes to cybersecurity and compliance, it’s important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.
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.