Blog
Cocanower Expands Ability to Serve Clients with IACCP® Designation
itSynergy now uniquely positioned as a comprehensive IT partner for financial services companies [Phoenix, AZ] – Founder and President of itSynergy, Michael Cocanower, has earned the designation of Investment Adviser Certified Compliance Professional® (IACCP®). itSynergy is a managed service provider (MSP) based in Phoenix and regularly works with registered investment advisors. As a Certified Ethical…
Why Registered Investment Advisors Need an Incident Response Plan
Registered Investment Advisors (RIAs) know their work depends on compliance with SEC requirements, and cybersecurity is an increasing threat for them. Keeping your clients’ sensitive data safe should be your top priority. Having a well-executed incident response plan (IRP) can minimize breach impact, reduce fines, decrease negative press and help you get back to business…
Notes from the FBI: Cybersecurity Measures You Should Take Today
This year has disrupted many things for businesses, but one thing it should not delay: your organization’s cybersecurity strategy planning and execution. A cyberattack can cost hundreds of thousands of dollars – a price too steep for most businesses since an estimated 60% of businesses will close after an attack. We’ve been talking about the importance of cybersecurity planning for…
Recession-Proof Your IT One Step at a Time
If this year has taught us anything, it’s that businesses must remain alert and agile to be ready for what’s coming. And while the “R” word (recession) looms large in conversations, many businesses are only focusing on how they can cut IT costs as a strategy to shore up their businesses. Yes, it is imperative…
Why It’s Time for RIAs to Select a Cybersecurity Standard
Late March to early April was a tumultuous time. Registered investment advisors (RIAs) and financial firms scrambled to set up remote work IT solutions to stay in touch with clients and colleagues. The tight timeline for adopting new technologies didn’t allow for the vendor assessments, documentation, operating procedures and general best practices you rely on…