Strong cybersecurity for protecting sensitive client data is a critical capability for any Registered Investment Advisor firm. In 2013, Hardy Reed—one of the first firms to earn the Center for Fiduciary Excellence certification—considered cloud services as an option for its IT needs.
body[und][0][value]),'600',TRUE,TRUE); ?>
Read more »
Overview
The FOX Financial Executives Forum is the industry’s premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice.
Steven Draper, Senior Consultant – Family Office Exchange
Justin Kapahi, Technical Director – External IT
Wednesday, March 16, 2016
Family offices have complex technology needs related to security, compliance, integration, mobility, and business continuity. These complexities coupled with limited staff and resources have many family offices considering cloud computing as a way to address these challenges.
Each year fraudsters are stealing millions of dollars through sophisticated fraudulent use of Email Compromise Scams targeted at individuals and employees who regularly perform wire transfers.
Identity theft is a risk that continues to grow and change daily. Due to the many forms identity theft can take, including medical, credit, and financial, the threat remains prevalent and affects millions of people every year.
The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily. But what does it mean to the family office? What developments should a family office be focusing on?
