Practical Tips For RIAs To Move To The Cloud Compliantly

Chris Winn
04/20/12 4 PM EST
IWI
2.0
Average Attendee Rating
Poor Average Excellent

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.
 


This webinar is eligible for IMCA® credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

User reviews

29 reviews

 
(13)
 
(11)
 
(4)
2 stars
 
(0)
 
(1)
Rating 
 
 
2.0  (29)
Already have an account? or Create an account
View all reviews View most helpful
(Updated: April 19, 2012)
Rating 
 
 
5.0

Well done

Was this review helpful to you? 
(Updated: April 19, 2012)
Rating 
 
 
5.0

super helpful, especially to show the Boss

Was this review helpful to you? 
(Updated: April 19, 2012)
Rating 
 
 
5.0

Really appreciated the information. It was very helpful.

Was this review helpful to you? 
(Updated: April 19, 2012)
Rating 
 
 
5.0

Great. More of this theme will be good.

Was this review helpful to you? 
(Updated: April 19, 2012)
Rating 
 
 
5.0

-

Was this review helpful to you? 
View all user reviews