Vendor vetting and management is increasingly important as advisors share and expose such without client consent."
Mike O'Shaughnessy, Vice President, Guidance at Advisor Armor.
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Summary: By now, the awareness to better define and document protection of critical information, strengthen data security procedures as well as integrate incident response plans is well understood at all levels of business. Recent breaches (Target, Disney, OPM) only confirm such and lead to significant legislative and regulatory actions including those recently by FINRA and the SEC.
Vendor vetting and management is increasingly important as advisors share and expose such without client consent."
Mike O'Shaughnessy, Vice President, Guidance at Advisor Armor.
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