The cloud has matured and RIAs are now starting to embrace it. But where do you start?
This session will present practical tips for RIAs to move their office to the cloud in a compliant manner.
At this session, you will learn how to:
• develop an IT use policy
• design for business continuity
• guard against data loss
• protect client privacy
• compliantly store data
• decide between Office 365 and Google Apps
• evaluate email and social media archiving solutions
Presenter Chris Winn is founder and managing principal at AdvisorAssist, a management consulting firm serving advisors, and he has 17 years of experience in regulatory compliance for RIAs, reps, and B/Ds.
Presenter Craig Brauff is CEO of Erado Message Control Solutions, a social media and email compliance solution. In addition to owning a data center, Brauff is an economist, programmer, and a successful entrepreneur.
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Well done
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super helpful, especially to show the Boss
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Really appreciated the information. It was very helpful.
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Great. More of this theme will be good.
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.