Financial Planning Webinar Features Cybersecurity Expert Brian Edelman, FCI CEO

On June 8, 2023, Financial Planning will offer a cybersecurity webinar “Connected and Protected: The New Age of RIA Cybersecurity” in partnership with Atria Wealth Solutions, featuring Cybersecurity Expert and FCI CEO Brian Edelman.


Financial Planning WealthTech Reporter Justin Mack will host an in-depth cybersecurity discussion with Brian Edelman covering evolving regulations, increased fiduciary responsibilities and strategies for RIAs to strengthen their cybersecurity safeguards.


The webinar will include live polling questions to help attendees assess the level of their firm’s cyber preparedness as Justin and Brian navigate the following topics:


  • The current rate of cybersecurity solutions adoption in wealth management
  • How to 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

Please join us for this no-cost event to increase awareness about the state of cybersecurity in wealth management. To register or watch on demand:


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Financial Planning empowers financial advisors and wealth managers with essential analysis and insights into the ideas that are shaping their businesses. Through authoritative journalism, events, research and benchmarking, it helps firms drive their businesses and the industry forward, navigating the critical opportunities in practice management, wealthtech, investment strategies, tax and regulatory requirements. With a wealth management community of more than 600K, Financial Planning delivers unique content every day that connects leaders in person, in print and online every day.