Home Depot is expected to pay banks $62 million to cover the $90-million cost to replace 7.4 million debt and credit cards compromised by a cyberattack. eBay, Snapchat, Target, J.P. Morgan Chase, and, of course, Sony have all been breached recently.
Cyber-attacks are an increasing threat and investment advisors are high-value targets.
The risk of liability and reputational damage associated with such incidents has escalated for RIAs.
At this session, you will learn:
• Key differences between an intrusion and a data breach
• Key threats to your business
• Seven steps to prepare for a data breach
• RIAs’ shocking misunderstanding about data leakage
• An effective approach to cyber liability insurance
Craig Pollack has over 25 years of experience as a trusted technology advisor working with investment advisors to ensure their business systems and network infrastructure are optimized, safe, and secure. As the CEO of FPA Technology Services, Pollack has built FPA into a leading managed service provider to RIAs in Southern California.
This session is eligible for IMCA® CE and PACE credit toward CLU® and ChFC® designations.
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interesting and a very important topic
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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.