Wes Stillman

Wes Stillman
Displaying 4 results
Reassessing cybersecurity in a changing world
NEWS OPINION JUN 09, 2022
Reassessing cybersecurity in a changing world

As the industry waits for the Securities and Exchange Commission’s final rules on cybersecurity, RIAs can take steps now to better safeguard themselves and their clients.

A third-party cyber attack is your firm's problem
NEWS RIAS NOV 21, 2017
A third-party cyber attack is your firm's problem

Choosing common technology vendors or bigger brands does not remove the RIA's responsibility to clients.

YOUR PRACTICE FINTECH JUN 09, 2017
4 ways RIAs can protect themselves from cyberthieves

Making smart technology decisions can serve as a pre-emptive strike against the potential fallout from future cyberattacks.

How to talk to your clients about a tech crisis at your firm
NEWS RIAS OCT 08, 2015
How to talk to your clients about a tech crisis at your firm

Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.