The role AI plays in the current cybersecurity landscape.
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financialplanning Sponsored by Atria Wealth Solutions Atria Wealth Solutions
Web Seminar
Connected and protected: The new age of RIA cybersecurity
Thursday, Jun 8, 2023 at
02:00 pm ET / 11:00 am PT
60 minutes
REGISTER NOW
Hello Voornaam,

As the way we work and live becomes more dependent on digital-first interactions, the risk of cybercriminals converting our ability to connect into opportunities to attack increases. The cybersecurity burden weighs even heavier on wealth managers trusted to protect the sensitive personal information of end clients — information that could lead to ruin if passive policies leave gaps in your firm's defense. Raising the already high stakes is an environment of evolving cybersecurity regulations and increased fiduciary responsibilities. Be it the SEC, FINRA, state regulators or another agency, wealth managers need to keep an eye on both potential threats; and a set of rules and regulations that can change on a dime. 

So how can advisors meet the industry's ever-evolving cybersecurity demands to keep their clients and their business safe? In this session, nationally recognized cybersecurity expert and FCI CEO Brian Edelman will sit down with Financial Planning Wealthtech Reporter Justin L. Mack to discuss the state of cybersecurity in wealth management; the biggest cybersecurity challenges advisory firms are facing today; and how to take a more active role in your firm's efforts to stay protected. The hour long discussion will also cover:

  • The current rate of cybersecurity solutions adoption in wealth management
  • How strengthen your firm's cybersecurity culture and make it a team effort
  • How firms can better prepare for regulatory audits 
  • Finding the balance of advisors becoming more tech savvy while also keeping their clients secure
  • Where cyberattacks most commonly take place
  • What wealth management firms can learn from other industries about cybersecurity 
  • The emerging cybersecurity threats of 2023
  • The role AI plays in the current cybersecurity landscape
Speakers
Brian Edelman
CEO
FCI
(Speaker)
Justin Mack
Reporter
Financial Planning
(Moderator)
REGISTER NOW
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