Advisor Armor @AdvisorArmor
Regtech Information Security Compliance Company advisorarmor.com Scottsdale, AZ Joined July 2015-
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How do you find the service provider who’s right for you when so few of those providers are actively marketing to you? YES, to faciliate that, we're now launching the FIRST edition of the Kitces Advisor Service Providers Map! kitc.es/3LvZbjb We've looked at in detail a compendium of service providers across multiple domains – marketing and business development, investment management, operations support, legal and regulatory, and so much more – the new Map seeks to ease some of advisors’ pain in finding providers to help them with the work that they need done! Some of the companies that made version 1.0 are @devoeco @DavidDecelle @johnmccarthycpa @paraplannerai @_advisercyber @IndigoMktgAg @advisorwebsites @cpranalysis @AssetMark, and so many more! Check out the full map in the link. 👇
With New Technologies Come New Risks: FINRA Issues 2025 Regulatory Oversight Report - goo.gl/alerts/NYTNZ4 #GoogleAlerts
Microsoft 365 in the crosshairs of a widespread global phishing campaign targeting financial institutions. informatech.co/3xq4ee4 #365
Fear does not last, think ID Theft, but Advisors know this so they want optimal risk management and compliance which are 2 things not 1
Thankful to once again be #1 Comprehensive Cybersecurity Compliance Solution for RIAs. Mktshare and Customer Satisfaction ⏫ #T32023
SEC Plans to Update Rules for Brokers, Advisors on Protecting Client Information advisorarmor.com/news-1/2022/9/…
Is Your Company Cyber-Secure? A Readiness Checklist For Today’s Top Threats advisorarmor.com/news-1/2022/8/…
The Devil Really is in the Details: The SEC Proposed Rule on Cybersecurity Risk Management for Investment Advisors, Registered Investment Companies and BDCs advisorarmor.com/news-1/2022/8/…
'SEC fines J.P. Morgan, UBS, TradeStation total of $2.5 million for lax ID theft prevention' investmentnews.com/sec-fines-j-p-… via @investmentnews
Are We Spending Too Much On Cybersecurity When Costs, Reputation Risks & Fines Are So Small? via @forbes forbes.com/sites/steveand…
SEC Chief Wants Advisors, BDs to Improve ‘Cyber Hygiene’ advisorarmor.com/news-1/2022/1/…
Does your cybersecurity risk profile pass the test? advisorarmor.com/news-1/2021/10…
As Cyberthreats Mount, Advisors Have a Target on Their Backs advisorarmor.com/news-1/2021/9/…
SEC Fines Broker-Dealer and Advisory Firms for Cybersecurity Lapses advisorarmor.com/news-1/2021/8/…
Connecticut has become the third state to enact a cybersecurity safe harbor statute…advisorarmor.com/news-1/2021/7/…
On this day, August 30, the Securities and Exchange Commission (SEC) has sanctioned multiple firms in three actions for failures in both cybersecurity policies and procedures. #DrawbridgePartners #CyberSecurity #vulnerabilitymanagement #cyberthreats loom.ly/JFR7S9k
Advisor Armor customizable cybersecurity policy enforcement across unlimited endpoints story.cd/AAP0WZ
PC, MAC, IOS and Android cybersecurity compliance apps...advisorarmor.com/applet-install
Potential impactful changes for all RIAs...State by State Privacy Law Compliance might be coming...fa-mag.com/news/state-reg…
Work remote, secure, and compliant for $8 with Advisor Armor Applet! advisorarmor.com/applet-desktop
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CWA Network; Advisors... @CWAnetwork
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Paradigm Shift Financ... @FinancialShift
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Bifrost Wealth Limite... @BifrostWealth
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Wealthbox CRM @Wealthbox
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Katanya Smith (Katany... @katanya_moore
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Blue Sky MLS, Inc. @BlueSkyMLS
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Bentley Long @bentlong
12 Followers 23 Following Senior Technology Sales Professional located in Atlanta,GA
Joe Arroyo @serecorp
5 Followers 142 Following
OnRule @onruleinc
235 Followers 2K Following OnRule is a cloud-based Software-as-a-Service platform developed with #compliance teams in mind. Sign up for your free trial today!
Dalton Harris @harrisfirmpc
665 Followers 900 Following
Ensemble Wealth Manag... @EnsembleWM
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IOTECH Strategies @IOTECHs
588 Followers 4K Following #BrokerDealer discuss how #tech #marketing #digitaltransformation #compliance #risk #enagage #retain #advisors #Fiduciary
AmTrust Insurance @AmTrustInsured
3K Followers 1K Following We provide workers’ comp and commercial package insurance to small/mid-sized businesses. Social Media Guidelines: https://t.co/WdYQkwTxhF
Allison Bressi @AllisonBressi
41 Followers 81 Following CA native, wife, mom, sister, aunt, and lover of Australian Shepherds. Hiker, jogger, home improver. Compliance and Administrative Manager at Versant.
Kelly Wilkins @KellyLWilkins
555 Followers 1K Following Cyber and InfoSec lawyer. Writer. World adventurer. 🌈 dogs mom. xWells Fargo, xSnell & Wilmer. Still thinking about cybersecurity.
QuonWarrene @quonwarrene
950 Followers 821 Following Helping financial advisors & institutions tackle cyber security, choose vendors and leverage technology efficiently. Founded 2009.
AdvisorHR PEO @AdvisorHRPEO
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Bill Winterberg, CFP�... @BillWinterberg
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Drawbridge @DrawbridgeCyber
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AI for Work @AIforWork
1K Followers 175 Following Leading newsletter for professionals looking to implement AI into their lives
SEC Chair Gary Gensle... @GenslerArchive
414K Followers 23 Following This is the archive of Chair Gary Gensler's X account — the 33rd Chair of the U.S. Securities and Exchange Commission.
Advisor Crunch @AdvisorCrunch
782 Followers 779 Following The industry trains production. Advisor Crunch installs authority, AI+Alpha Ownership for financial advisors.
TradePMR @TradePMR
16K Followers 1K Following Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools. Member FINRA/SIPC
Ian McKenna @ianmckennaftrc
3K Followers 2K Following Winner UK #LifeInsurance Leader of the year 2022 #FinTech #Futurist, #WealthTech analyst influencer. Ex Spurs Fan, rock music & musical lover esp Rent
Future Proof @FutureProof_HQ
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Larry Shumbres @larryshumbres
382 Followers 307 Following 🧗 Fun Dad! 🤪 Athlete 🏃🏼Entrepreneur #FinTech #AI #ArchiveIntel | #Entrepreneur 👨🏼💻#Compliance #RegTech #H2P #BlueOcean @aiarchiveintel
NYDFS @NYDFS
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Sheryl Garrett @SherylGarrett
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Charles Schwab Corp @CharlesSchwab
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Fidelity Investments @Fidelity
396K Followers 8 Following Welcome to the Fidelity Investments X account. Have questions? We’re here with personalized support. Just @ us. Disclosures: https://t.co/1kX2r3LJui
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AdvisorLaw @AdvisorLawLLC
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FrontLine Compliance @_UpFRONT_
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