On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight for RIAs to enhance their understanding of cybersecurity issues.

Wes and Matt discuss, among other things:

  • The most significant cybersecurity threats facing RIAs;
  • How firms can test their technology security;
  • Best practices to avoid smartphone vulnerabilities;
  • Backup strategies;
  • The most common cybersecurity mistakes being made by RIAs; and
  • The most exciting advancements in cybersecurity.

To learn more about RightSize Solutions, please click here.