TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), will host Synergy23 in Tampa, FL, May 31-June 2 where Financial Advisor attendees will experience 3 days of valuable insights and information designed…
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“Who is liable when cyber theft occurs?” is a featured question in the Spring 2023 edition of PLANADVISER magazine citing the cybersecurity responsibilities of retirement plan recordkeepers and sponsors to protect participants. The article…
The T3 Conference being held March 13-16, 2023, in Tampa, FL brings together technology vendors, industry leaders, financial advisors and financial services executives from banks, custodians, independent broker/dealers, insurance companies and large RIA networks. …
FCI joined the Ebix Envision 2023 User Group & Expo held February 21–23, which brought together Ebix users and solution partners to exchange ideas and explore Ebix’s exciting vision for shaping the industry. FCI…
“Beware Of Cybersecurity Risks And How To Implement Regulatory Compliant Solutions” By Ken Leibow Cybersecurity is of critical importance in the financial services industry due to the sensitive nature of the data being handled…
“Personalization Push Heightens Need for Advisers to Vet Cybersecurity” by Alex Ortolani As the retirement industry moves toward more personalization for participants to plan and save, the chance for bad actors to gain access…
> Read the Article > Subscribe to Bob Veres’ Inside Information The December 2022 Inside Information edition highlighting “Data Security and Compliance” showcases Brian Edelman’s recommendations of the best ways to protect your…
“Why Cybersecurity for Retirement Plans is More Important Than Ever” by Alex Ortolani Following Brian Edelman’s CNBC FA Summit “Securing Your Savings” appearance, PLANSPONSOR shared important cybersecurity recommendations to help firms ensure that plan…
FCI sponsored a cybersecurity panel discussion at the Security, Privacy, Risk & Compliance Retreat, Amelia Island, FL hosted by Sub-Four Capital. The security retreat brought together top C-level executives from Large Enterprises, Mid-Market, SMBs,…
T3 published a new article about Coalition Of Cybersecurity Leaders Launch Open Cybersecurity Schema Framework (OCSF) written by FCI. Link to the article: https://t3technologyhub.com/coalition-of-cybersecurity-leaders-launch-open-cybersecurity-schema-framework-ocsf/
On May 22-24, 2022, Brian Edelman joined fellow thought leaders at the Lido House, Newport Beach, CA for panel discussions at the eDiscovery & Information Governance Retreat hosted by the CJK Group and the 2022…
On May 12, 2022, Brian Edelman joined AssetMark to present cybersecurity best practices for data protection and regulatory compliance to its financial advisors. Welcomed by “happy to be in-person again” attendees, Brian presented on the…
On May 11, 2022, the national Cybersecurity & Infrastructure Security Agency (CISA) issued a security alert warning about the increase in malicious cyber activity targeting Managed Service Providers (MSPs). Threat actors are focusing on…
Link to: “15 Ways to Leverage And Supplement AI In Your Cybersecurity Efforts” With more companies moving to permanent remote or hybrid work models, more endpoints are accessing systems of private data without proper…
Link to: Heightened Geopolitical Tensions Drive Cybersecurity Alerts for the Life Insurance Industry There are alerts coming across multiple sources from regulatory bodies to industry-specific regulators, government agencies, consulting firms, and more indicating that…
Link to: “What advisory firms should be doing on cybersecurity” By Tobias Salinger Results of Arizent’s latest cybersecurity survey of financial services business leaders revealed that “Wealth Managers have fallen behind other financial firms…
Link to: The Top Five Reasons a Security Assessment is Needed for M&A Due Diligence In an Advisor Perspectives guest article, Brian Edelman, FCI CEO & Cybersecurity Expert, details leading reasons for firms to…
Link to: CYBERSECURITY AND THE FINANCIAL PLANNING PROFESSION: KEEPING DATA SAFE AND PROTECTING YOUR CLIENTS Responding to the surge of cyberattacks on the financial sector, the CFP Board has published an article underscoring the message…
Link to the article: The Increasing Importance of Cybersecurity for Registered Investment Advisors 3iCO is a NY based provider of Independent Compliance Officers for Independent Investment Advisers and Private Funds. As compliance and legal professionals,…
Link to Finseca.org Selected for his expertise in cybersecurity within the Financial Services industry, Brian Edelman, FCI CEO, shares key considerations for maintaining cybersecurity during unprecedented times in this thought leadership article featured by Finseca.…
Link to the article PUBLISHED MON, DEC 7 202012:14 PM EST Cyber criminals steal billions of dollars a year from financial firms. Financial advisors – and their clients – are at risk as attacks increase…
The New York State Department of Financial Services (NYDFS) filed its first cybersecurity enforcement action against a firm alleging deficient cybersecurity controls and other flaws in cybersecurity practices. Failure to follow cybersecurity policies, neglect to…
by Ann March Article and interview with Brian Edelman, FCI CEO. Link to the article: Financial Planning Magazine When the financial world rapidly went virtual due to coronavirus quarantine many advisors failed to notice the security loophole…
by Davis Janowski Article and interview with Brian Edelman, FCI CEO. Link to the article: Wealthmanagement.com In the wake of the COVID-19 pandemic, advisors are working remotely, many without proper cybersecurity in place to protect…
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Article by Brian Edelman, Cybersecurity Expert and FCI CEO. Forbes Business Council, Tuesday, November 19, 2019 Forbes Councils are based on both Industry and Location (city) so members can leverage and meet others across the…
Article citing Brian Edelman, FCI CEO. Link to the article: Wealthmanagement.com. Redtail has not released any further information regarding its self-reported March 4 data exposure, which left some client information exposed in a nonsecure environment. But…
Article by Lorie Konish citing Brian Edelman, FCI CEO. Link to the article: CNBC. Two years ago, the Securities Industry and Financial Markets Association conducted a cybersecurity simulation that mimicked a real attack. The test…
Article by Graham Thomas citing Brian Edelman, FCI CEO. Link to the article: RIABiz. T3 takes Vegas again in the year of ‘delivery,’ but it’s not all about software arriving at the RIA doorstep through…
Article citing Brian Edelman, FCI CEO. Link to the article: Wealth Manangement Today.
