Wes Stillman

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

A stroll down the corridors at professional gatherings is always a good idea. Here are ways to have the most fruitful conversations.

Take snafus from other financial institutions as fire drills to stress test your third-party providers.

While the agency has publicly detailed key focus areas, some planners still don't know how it evaluates firms.

Here are questions the agency has been asking.

Once deeply flawed, such policies are now a necessary piece of a firm's toolkit — but picking the right one is tricky.

To win at cybersecurity, base your strategy on the way you are already serving clients.

You must not overlook important cybersecurity protocols for protecting your email.

Clients won't accept complacency when a vendor is hacked. Acting quickly is key.

The NSA, Equifax and the SEC were all breached. Financial advisors of all sizes are fair game, too, says Wes Stillman.