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Redtail Incident Reveals Challenges of Cybersecurity Standards

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…

Are financial advisors prepared for cyber attacks?

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…

Is CleverDome the Holy Grail of Cybersecurity?

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.” –…

6 Basic Protections To Shore Up Cyber Moats

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,…

6 Cybersecurity Tools To Use In Wake Of The Equifax Hack

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…

Translating the OCIE Requirements

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)…

Cybersecurity Tips For Financial Advisors

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…

Most Advisers’ Cybersecurity Training Insufficient

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…

Combat Cyberattacks By Staying A Step Ahead Of Hackers

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…

Firms, Technology Vendors Mobilize on Security Standards

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…

How investors can avoid being a cybercrime victim

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…

Wall Street’s Alliance Against Hackers

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…

How Long can Advisers get Away with not Reporting Cyber Breaches?

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…

What To Do After Your Financial Advisor Gets Hacked

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…

Compromised Clients: The Weak Link in Cyber Defense

Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: Wealthmanagement.com. During a panel on cybersecurity at the 2015 T3 Conference in Dallas, William French, the vice president of risk management at…

What to Do Before, and After, a Cyberattack

Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: Think Advisor. Experts share best practices for responding to and minimizing impact of cyberattacks What the Securities and Exchange Commission calls an…

TD Kicks Off National LINC 2016 With Cybersecurity Focus

Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: Wealthmanagement.com. TD Ameritrade Institutional’s National LINC Conference kicked off Wednesday with an in-depth look at how financial advisors and their staff can…

Cybersecurity Solutions To Weak Passwords

Article citing Brian Edelman, Financial Computer CEO. Link to the article: InvestmentNews. Stronger authentication, fingerprint scanning: all the options advisers need to stay secure. As part of an effective cybersecurity policy, advisers need to pay…

Safeguarding Against Cyberattacks

Article and interview with Brian Edelman, Financial Computer CEO. Link to the article: TDA4advisors Blog. By Bryan Baas, Managing Director, Institutional Oversight and Control, TD Ameritrade Institutional You’ve seen it before. You just received an…