3 Critical Steps to Improve Your RIA's Cybersecurity

By Brian Young via Iris.xyz

Wes Stillman is the chief executive officer of RightSize Solutions, a provider of cybersecurity and technology management services for wealth management firms. We have asked Wes to share a few tips on cybersecurity for RIAs:

Cybersecurity is a growing concern, and recently has become a hot button issue amongst business publications and consumer national news. Regulatory boards that monitor the financial services industry are taking note to quickly shift accountability to financial advisors.

While these may seem daunting at first glance, the better you plan to address these issues the more prepared you will be for an audit, and equally important, how you’ll respond to an unforeseen incident.

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