Webinars With Industry Experts

Protecting Your RIA From Cyber Threats

Every RIA is at risk of exposing clients to cyber threat.

Cybersecurity is a growing risk for RIAs. Regulators have taken notice.

They expect RIAs to implement policies and procedures to mitigate cybersecurity risk and protect clients.

In this webinar, Chris Winn, a longtime contributor to A4A, will discuss:
 

  • • Common misconceptions about cybersecurity
  • • Regulator priorities
  • • How to be prepared for an exam
  • • Best practices in securing your firm
  • • Money-movement cyberscams targeting IAs and their clients


Chris Winn is founder of AdvisorAssist, a management consulting firm focused exclusively on investment advisory firms. AdvisorAssist manages the start-up and transition to help firms get off to a good start. It also provides ongoing support on compliance, practice management and technology to aid in risk-managed growth. Services include strategy, transition management, registration, incubation, vendor selection and compliance program design.

To view the replay of this session, please click here.

To download the slides from this session, please click here.
 

This webinar is eligible for IMCA® CE, PACE credit toward CLU® and ChFC® designations and CPA CPE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

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See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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