Data Shows Most Advisors’ Cybersecurity Training Is Insufficient

Data shows that there’s a lack of cybersecurity training at many advisory firms. Jared Hoffman, managing director of operations, gives InvestmentNews his take on what helps make cybersecurity training programs effective, and how Buckingham’s is constantly evolving.

 

Jared Hoffman

As managing director of operations for Buckingham Strategic Wealth and BAM Advisor Services, Jared Hoffman is energized by the ever-changing challenges and opportunities he and his team are faced with as they work as a resource for departments throughout the organization. He helps contribute to advancing the strategic plan of the firm by collaborating on internal and external technology rollouts, improving internal best practices through training and development opportunities, and acting as a resource for projects and initiatives of all sizes to improve the overall client experience.

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