The rise of cybersecurity
attacks, especially involving financial
institutions, is cause for growing concern among today’s advisors – for themselves, as well as their clients. How can advisors adjust to the risks and concerns
over cybersecurity while still accessing the benefits of cloud technology?
While at Schwab IMPACT in Denver, I sat
down with five financial services professionals for a 60-minute roundtable
discussion. We discussed cloud technology, including challenges and
opportunities for financial advisors. You can access several videos and a white
paper transcript by clicking the image below.
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