Recently, I received a white paper titled An Adviser’s Guide to Cybersecurity that offers great tips for investment advisor policy procedures. This white paper is prepared by Cadaret, Grant & Co., Inc. in conjunction with InvestmentNews Research.
The white paper offers information on the four cybercrime trends that all firms face, that is:
- Continuing use of ransomware
- Identity theft
- More sophisticated phishing
- Wider criminal use of data
And, it provides important steps for investment advisors to consider as you assess your advisory firm’s policy procedures in the area of cybersecurity for vulnerability and protection of your client’s information. The white paper also discusses the appropriate steps to identify where issues may reside within your investment advisory firm and what to consider when preparing a comprehensive plan.
For a copy of An Adviser’s Guide to Cybersecurity, click here.
