5 Steps to Stronger Cybersecurity for Wealth Advisors

Check out my guest article on the Advisor Perspectives website for wealth management professionals: Five Steps to Stronger Cybersecurity. As Teal’s CIO, I’m always looking for ways to get the word out to small- and mid-sized businesses that cybersecurity is a critical – and manageable – responsibility.      

It focuses on why cybersecurity training for your employees is your best protection against cyber thieves. The article has great insight for companies outside of the financial services sector, too.

For SMBs in general, I wrote an article about cybersecurity awareness training in 2023.  

wealth advisors

Previous Guest Article in Advisor Perspectives: Cybersecurity Compliance

If your company offers investment services and you’re not familiar with Advisor Perspectives, I recommend it. There is a lot of good advice from wealth management pros and from people like me who offer third-party services to these firms.

This is my second guest article for Advisor Perspectives. The first, about cybersecurity compliance, ran in 2019. That article was based, in part, on a guide for registered investment advisors and broker/dealers on complying with FINRA and SEC cybersecurity regulations.

If you’re a wealth advisor looking for cybersecurity strategies, reach out to me anytime. I’m always happy to listen and share my thoughts.

We’re go-givers here at Teal.

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