Your business relies heavily on technology. It is your duty to protect sensitive data, prevent cyber attacks, and ensure business continuity for you, and your clients. It’s also critical to review the technologies you use annually, audit and report on them, and scale as necessary for the future. Why does it matter? Technology outages will …
Your company domain name serves as a portal to interact with your clients and advertise your services, and you’ve likely spent the majority of your time promoting your company name and business website/domain name. It’s important to ensure that you have control of your company domain names, so that you can make changes when needed, …
Bringing your own computer to the workplace has been a game-changer for many businesses and their staff. However, there is growing evidence that BYOD’s (Bring Your Own Device) can reduce the client experience overall and introduces several security concerns that are difficult to solve. When you give advisors the freedom to use their own devices, …
Not spending money is great; you get to save it, or use it somewhere that is needed. If you’re a business owner, you already know that risk is part of the job. When it comes to cybersecurity, the biggest threat might not be those that are trying to exploit you—it’s the assumption that “we’re probably …
Read more “The Cost of Doing Nothing: Why Cybersecurity Inaction Is the Biggest Risk of All”
We always get frustrated by blogs and newsletters that are too technical, so here it is – no fluff, no jargon, no A.I., just straight-talking cyber security advice that is designed to actually help. We’ve been doing this for a while now, and we know what works. So let’s cut to the chase. Cyber security …
The majority of you reading this article will face increasing pressure to demonstrate robust cybersecurity practices, if not already. One of the most effective ways to do this is by adopting Cyber Essentials, the UK government-backed certification developed by the National Cyber Security Centre (NCSC). We know this might be a strange recommendation, a UK …
Read more “A worthy consideration to bolster your cybersecurity & earn client trust”
Most of us are aware of the traditional types of invasive attacks, such as computer viruses and malware. But these merely touch the surface. Email phishing attacks, ransomware, crypto-jacking, data breaches, IoT attacks, Denial of Service attacks, and web-based attacks globally cost businesses billions of dollars per year and are on the rise. It is …
Read more “How to prevent the most common cybersecurity breaches”
The regulatory landscape for financial institutions is evolving rapidly. The process has shifted from discussions to comprehensive questionnaires driven by passive engagements and data mining efforts. Through this process, regulators are identifying cybersecurity gaps, shifting from guidance notes, (recommendations) to requirements (regulations). Understanding these changes is crucial for financial institutions to remain compliant and avoid …
Read more “How to Stay Ahead of Cybersecurity Changes from Financial Regulators in 2025 and 2026”
In the current landscape, the need for widespread digital transformation within the wealth management industry has become a necessity. The number of younger people engaging with financial services is on the rise, and with this generational shift comes the expectation of real-time access and management of their investments. Regulatory pressures are also pushing for a …
Read more “Why Wealth Management Firms need to Digitise their Value Chain”
Digital transformation is no longer optional; it is a critical component of development strategies for any wealth management business. This transformation goes beyond a simple software upgrade and involves the creation of new operational processes that revolutionise company culture and customer experience. In the financial sector in particular, this encompasses everything from asset management platforms …
Read more “4 Ways Digital Transformation Will Improve Your Financial Services Business”