SOC 2 for Financial Advisors
SOC 2 for Financial Advisors: Why the Industry Is Moving Toward Mandatory Security Assurance Why wealth managers, financial planners, and advisory firms can no longer rely on trust alone. Financial advisors have always built their business on trust. Clients share everything income, assets, liabilities, life goals, retirement plans, and personal situations that shape financial decisions. […]
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Rafia Rizwan