How RIA Firms Can Protect Against Social Engineering
Cyber Attacks

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A social engineering cyber attack is when cyber criminals create a targeted attack on an individual using personal information found online. Unfortunately, registered investment adviser ("RIA") firms are frequent targets for social engineering hacking attempts and other related cybersecurity attacks given the sensitive client information that firms may have access to.

With the abundance of personal information available online in today's world, social engineering attacks continue to increase in frequency and success. To help RIA firms, we've created a checklist of tips on how staff members can help prevent social engineering cyber attacks.


Contact us if you any questions about our cybersecurity solution.

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Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.