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“I DIDN’T KNOW”
That Excuse Won’t Satisfy SEC Auditors, Recover a Client’s Stolen Data, or Save Your Firm’s Reputation
Sign Up for Our FREE “Cyber Security Tip of the Week”
And Always Stay One Step Ahead of Hackers and Cyber-Attacks!
FREQUENTLY ASKED QUESTIONS ABOUT OUR TIPS
Q1: What is the Cybersecurity Tip of the Week?
It’s a running series of bite - sized, practical tips that promote cyber awareness across your firm. Each week, we publish a focused recommendation to help staff:
- Avoid common digital risks
- Stay compliant with SEC rules
- Reinforce secure day - to - day behavior
Think of it as micro - training that actually sticks.
Q2: Who should use these tips?
- SEC - registered RIA firms
- Compliance officers and IT leaders
- Remote and hybrid teams
- Staff who use cloud platforms (e.g., Microsoft 365, Redtail, Orion)
If your firm uses tech — and values client data — these tips are for you.
Q3: What cybersecurity topics are featured?
| Focus Area | Example Tips |
| Passwords & MFA | Use passphrases, not complex gibberish |
| Remote Work | Avoid public Wi-Fi unless using a VPN |
| Data Protection | Schedule secure cloud backups regularly |
| Awareness & Training | Recognize phishing email patterns |
| Device Security | Keep software and antivirus updated |
Q4: How often are new tips posted?
Weekly. Each Friday, a new cybersecurity tip goes live. You’ll find guidance that’s:
- Simple and fast to implement
- Based on real RIA scenarios
- Easy to share with your entire team
Q5: How should my firm use these tips?
Try embedding them into daily or weekly routines:
- Share in staff emails or newsletters
- Present in team huddles or all-hands
- Include in monthly compliance meetings
- Build into employee onboarding or refresher training
They’re designed to be practical, not theoretical.
Q6: Can I suggest a topic or request deeper content?
Absolutely. If your team is struggling with:
- Mobile device security
- Vendor security evaluations
- Social engineering awareness
...you can request focused tips on those topics. Use the Contact Us page or submit ideas through the Support Center.
Start Fighting Cyber Crime
with KNOWLEDGE & ACTION!
Sign Up to Receive Our FREE
“Cyber Security Tip of the Week”
No Catch. No Obligation.
Just week after week of timely tips to
keep you one step ahead of hackers.
It’s coming.
That day a hacker steals critical data that renders your office useless…
That day when your bank account or credit card is compromised…
Or that day when your customers’ private lives are uprooted.
Cyber criminals and hackers are constantly inventing NEW ways to infiltrate your company, steal your assets and disrupt your life. The ONLY way to STOP THEM…
You Must Constantly Educate Yourself
On How to Protect What’s Yours!
We have the PERFECT way to help reduce your risk and keep you safe! Simply sign up to receive our FREE “Cyber Security Tip of the Week”.
We’ll send these byte-sized (IT pun, sorry), quick-read tips to your email inbox. Every tip is packed with a UNIQUE and UP-TO-DATE real-world solution that keeps you one step ahead of the bad guys. And because so few people know about these security secrets, every week you’ll learn something new!
And while we cannot ever guarantee you won’t be breached, the security secrets you get WILL significantly reduce your risk. Sign Up Today!
