TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), hosted Synergy23 in Tampa, FL, May 31 – June 2, where Financial Advisor attendees experienced 3 days of valuable insights and information designed to accelerate their firm’s growth.
On June 1st, Scott Victoria, TradePMR’s COO hosted “Understanding Cybersecurity and Mitigating Risk” and shared the stage with Cybersecurity Expert Brian Edelman, Joel Bruckenstein of Technology Tools for Today, and John O’Connell of the Oasis Group.
Attendees learned about evolving cybersecurity regulations and increased fiduciary responsibilities, as well as gaining awareness about growing cyber risks and steps to take to protect private data. The 1-hour presentation earned CE credit and helped RIAs develop a strong position to meet the anticipated SEC Rule changes.