What every financial advisor must know about cybersecurity compliance

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What every financial advisor must know about cybersecurity compliance

May 09 2022

What every financial advisor must know about cybersecurity compliance

Cybersecurity expert James Harrison shares the current requirements, what a good plan looks like, and what advisors can do to stay compliant and protect client data.

By James Harrison, CEO, Ted Rusinoff

Topics covered

Technology

Featured in this video

James Harrison is the founder and CEO of the cybersecurity company INVISUS. As chief strategist and product visionary, he led the development of the company’s cybersecurity, identity theft, and InfoSafe data breach compliance and breach response lineup that protects thousands of small- and mid-sized businesses throughout the U.S., including financial advisors, broker-dealers and insurance agencies. Harrison frequently writes for and trains a wide variety of professions, such as financial services, IT services and legal teams.

Ted Rusinoff

Ted Rusinoff serves as managing partner of Wealth Design Partners LLC, helping property and casualty offices access opportunities for their regular clients. He has spoken at AALU, The School of Life and The Best Practices Symposium as well as MDRT. He is an Excalibur Knight of the MDRT Foundation and served as its 2019 President.