➔ Read the Article
➔ Subscribe to Bob Veres’ Inside Information

COLUMBUS, December 1, 2022 – Buckler, a Cyber Policy Management System for regulated Enterprises, Agencies and Branches in Financial Services has been included in a comprehensive write-up titled, “Data Security and Cyber Compliance” in the latest publication of Inside Information, a key information resource for the Financial Planning industry. Bob Veres is a knowledge leader in the space offering client reports, articles and even hosts a yearly Insider Forum Conference.

Veres thorough research, and depth on the topic, resulted in a 21-page piece that also included input from FCI, one of the top MSSPs offering cyber protection and compliance services in the Financial Services space, and the Digital Asset Initiative (DAI) led by Tod Arbutina of Three Cord True Wealth Tax Solutions. The DAI Initiative offers a program for financial advisors to obtain a Digital Asset Fiduciary certification to distinguish them in the marketplace as being vigilant about protecting client data.

Bob’s Article Synopsis: Here’s a quick rundown of the best ways to protect your tech stack and client data from bad actors.

Article Takeaways: Get an independent assessment of whatever your IT provider has installed. You can access a cyber manual that maps the various cyber obligations directly to the regulatory requirements, and start the process of becoming a Digital Asset Fiduciary.

Today’s cybersecurity challenges have been magnified by staff people working remotely, and all client data stored across multiple programs in the cloud. Advisory firms have to be able to identify all of their cyber assets – and be able to detect, in real-time any attempted, or successful attacks.

➔ Read the Article
➔ Subscribe to Bob Veres’ Inside Information