FinTech Special Edition
Wealth Management Morning Memo

Cybersecurity Under Lockdown

APRIL 21, 2020

TECHNOLOGY

Give Your Remote Work Environment a Security Checkup

While you may feel confident with cybersecurity in the office, home is likely less secure by default.

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TECHNOLOGY

From Remote Desktops, Fintechs Offer Warnings and Lessons For Advisors

As remote working becomes plain old working, what can advisors learn from the fintechs that support them?  

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TECHNOLOGY

What You Should Know About New Cybersecurity Risks

Cyber criminals are using the heightened fear around COVID-19 as a way to create scams that appear legitimate and urgent. Here's how to combat them.  

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TECHNOLOGY

Are There Limits to Remote Working?

Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.  

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TECHNOLOGY

Security Provider OS33 Offers Free Tool to Help Secure Advisor Computers

The technology company is helping firms meet FINRA cyberalert guidelines by offering advisors free access to its compliance and device-check software.  

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TECHNOLOGY

Advisors Beware of Zoom Bombing

Along with a big boost in popularity due to remote working come embarrassing and unwanted meeting crashers.  

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TECHNOLOGY

Lessons Learned From the Redtail Data Breach

Redtail’s CEO opens up about the data breach, how it affected his outlook on cybersecurity and the changes his firm has made since.  

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