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 … Read more
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, … Read more
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. … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
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 … Read more
Article citing Brian Edelman, FCI CEO. Link to the article: Wealth Manangement Today.
Brian Edelman, FCI CEO, is mentioned in this article Link to the article InvestmentNews. By Ryan W. Neal How can broker-dealers make it easier for all their advisers to start offering financial planning? How can … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: T3 Technology Hub. Special Security Alert from Joel Bruckenstein, CFP® Late last week, the world at large was made aware of two major flaws in computer … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: Wealth Manangement Today. “If you think technology [alone] can solve your security problems, then you don’t understand the problems and you don’t understand the technology.” – … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: Financial Planning. Are you confident that clients’ data are walled off behind sufficient cyber protections? If most advisors answered honestly, they would say no, … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: Financial Planning. In the wake of the Equifax hack, are you confident your clients’ data is walled off behind sufficient cyber protections? If most … Read more
Article by Brian Edelman, Financial Computer CEO. Link to the article: Financial Planning Association Practice Management Blog. Under the new NYDFS cybersecurity regulation (23 NYCRR Part 500), any individual operating with a license, registration, or … Read more
Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: T3 Technology Tools for Today. I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous … Read more
Article written by Brian Edelman, FCI CEO. Link to the article: Advisor Solutions by TD Ameritrade. Cybersecurity is among the Securities and Exchange Commission’s top examination priorities for 2017. Unfortunately, most registered investment advisory (RIA) … Read more
Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: T3 Technology Tools for Today. Cybersecurity is certainly on the mind of advisors today. According to at least one industry survey, cybersecurity … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: InvestmentNews. Firms would be better off with shorter, more frequent sessions for employees. Financial advisers should be spending about three times as much time … Read more
Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: Investor’s Business Daily. To prevent data breaches, financial advisors are racing to improve their information security. The big question is how. Addressing cybersecurity threats … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: InvestmentNews. Cybersecurity is a major concern for vendors, firms and advisers. Software companies, consultants and financial institutions are mobilizing to create a cybersecurity consortium … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: InvestmentNews. Encryption is one of the best bets for securing clients’ sensitive information. Encrypting emails and shared files is one of the best bets … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: CNBC. Anyone who has ever been the victim of identity theft or bank fraud knows how bad the experience can be. Even if money … Read more
Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: Think Advisor. Cybersecurity alarms have brought financial institutions and regulators into common cause. JPMorgan Chase & Co. Chief Executive Jamie Dimon fired … Read more
Article citing Brian Edelman, Financial Computer CEO. Link to the article: InvestmentNews. Some aren’t complying just yet, while regulators see cybersecurity as top priority Many advisory firms are playing with fire by failing to report … Read more
Commentary by Brian Edelman, Financial Computer CEO. Link to the article: CNBC. Imagine, a cybersecurity breach has occurred at your financial advisor’s firm. Important and sensitive information that you have trusted your advisor with has … Read more