Putting Cybersecurity Plans to the Test

By: Scott Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®,  AWMA®

Scott Van Den Berg was recently interviewed for CNBC’s article on cybersecurity for financial advisors detailing the protections that have been taken at Century Management on behalf of clients.

Here are some key points in the article: 

 • As advisory firms face risks of phishing, ransomware, email viruses and other targets, there’s one key way for them to know if they’re prepared: Put their systems to the test.

 • Firms are adding technology and insurance to protect their businesses from such events, and training employees to spot the risks.

 • Having detailed strategies not only can help firms stay in good standing with regulators, but also gives them a blueprint of what to do if a breach ever occurs.

Click here to read the full article.

Disclosures: CM is not responsible for content presented on third party websites.