Blog
Practical guidance on cybersecurity, compliance, AI and IT operations for investment firms
Shadow AI is a growing compliance risk in financial firms. Learn how unsanctioned AI tools create regulatory exposure and what compliance officers must ...
Read more about Shadow AI: The Compliance Risk Hiding in Your Firm
Anthropic released Claude Fable 5 to the public while restricting Mythos 5. Learn what the two-tier split means for hedge fund, PE, and RIA AI governanc...
Read more about Claude Fable 5 vs. Mythos 5: What Investment Firms Need to Know
SaaS extortion attacks on financial firms are evolving fast. Learn how vishing and SSO abuse let attackers exfiltrate data in hours without malware.
Read more about Vishing and SSO Abuse: SaaS Extortion Hits Financial Firms
OAuth tokens give third-party apps persistent, password-free access to your firm's data. Learn why this silent identity risk threatens hedge funds and R...
Read more about OAuth Token Sprawl: The Backdoor in Your SaaS Stack
Discover how AI cybersecurity helps financial firms detect silent threats, meet SEC regulations, and close the dangerous gaps legacy tools leave behind.
Read more about How AI Cybersecurity Strengthens Financial Firm Defenses
Learn how hedge funds recover from ransomware attacks in under 24 hours through pre-built incident response plans, tested backups, and vendor retainers.
Read more about How Hedge Funds Recover from Cyber Incidents in Under 24 Hours
North Korean hackers stole 76% of all crypto in 2026. Learn how AI-powered attacks target investment firms and what risk controls you need now.
Read more about North Korea's AI-Powered Crypto Heists: What Firms Must Know
A disclosed Microsoft Edge vulnerability lets attackers extract plaintext passwords from memory. Learn why this puts financial firms at serious credenti...
Read more about Why Microsoft Edge's Password Storage Puts Firms at Risk
AI-powered cyberattacks now threaten financial firms from low-skill actors. Learn what hedge funds, PE firms, and wealth managers must do to prepare.
Read more about AI-Powered Attacks: What Financial Firms Must Prepare for Now
Cloud-sent phishing emails bypass SPF, DKIM, and DMARC checks by using trusted platforms like AWS and Google. Learn why investment firms are vulnerable.
Read more about Why Cloud-Sent Phishing Emails Bypass Your Firm's Filters
AI agents are entering financial firms without proper security review. Learn why this creates serious risks for hedge funds, PE firms, and wealth manage...
Read more about AI Agents in Production: The Security Risk Firms Ignore
Deepfake fraud is hitting financial services hard—$410M lost in H1 2025. Learn how AI-generated synthetic media threatens firms and what to do now.
Read more about Deepfake Fraud Is Coming for Financial Services Firms
Hedge funds spend millions on security yet remain exposed through vendors. Learn why supply chain attacks target financial firms and how to close the ga...
Read more about Supply Chain Attacks: The Vendor Risk Hedge Funds Miss
Discover how investment firms quietly lose six figures through reactive IT spending, redundant contracts, and compliance gaps that compound over time.
Read more about IT Budget Mistakes That Cost Investment Firms Six Figures
Learn the essential cybersecurity program elements RIAs need for 2026 regulatory compliance, threat protection, and operational effectiveness.
Read more about Essential RIA Cybersecurity Program Elements for 2026
Learn why cybersecurity ownership must extend beyond IT departments in investment firms after a $65M attack highlights operational security gaps.
Read more about Beyond the IT Department: Building Security Ownership Across Funds
IT auditors examine documentation trails, vendor management, change control processes, and cybersecurity posture during compliance reviews at financial ...
Read more about What IT Auditors Really Examine During Compliance Reviews
Small investment firms face critical IT security risks that threaten their survival. Learn about cybersecurity vulnerabilities and protection strategies...
Read more about IT Risks That Keep Small Investment Firm Leaders Awake at Night
Learn how to properly secure Microsoft 365 beyond default settings for financial services. Essential hardening strategies for hedge funds and PE firms.
Read more about Microsoft 365 Security: Beyond Default Settings for Finance
Learn how the July 2024 CrowdStrike outage exposed critical gaps in financial services continuity planning and why traditional backup strategies failed.
Read more about Financial Sector Outages: Hard Lessons in Continuity Planning
Discover which technology decisions propel fund growth and which create bottlenecks. Learn how smart infrastructure choices compound competitive advanta...
Read more about Tech Decisions That Fuel Fund Growth vs. Those That Don't
Deepfake fraud is targeting funds with $400M+ losses. Learn how AI-generated voices and videos bypass security to steal millions from investments.
Read more about Deepfake Fraud Is Targeting Your Fund — Here's What to Do
Annual disaster recovery testing creates dangerous blind spots for financial firms. Learn why traditional DR approaches fail when infrastructure changes...
Read more about Why Annual DR Tests Are Failing Financial Firms
Discover how elite hedge funds and private equity firms use technology as a competitive weapon, not just a cost center, to scale operations and attract....
Read more about What Elite Funds Know About IT That Others Don't
Investment firms can transform SOC 2 audits from compliance burden to strategic advantage. Learn how hedge funds and PE firms strengthen operations beyo...
Read more about SOC 2 for Investment Firms: Beyond Checkbox Compliance
Navigate your first 90 days with a new managed IT provider successfully. Essential timeline, expectations, and red flags for financial services firms.
Read more about Your First 90 Days with a New Managed IT Provider: A Guide
Learn how the cloud shared responsibility model affects financial firms. Understand who secures what when handling investor data and trading algorithms.
Read more about Cloud Security for Funds: Who Owns What in the Shared Model
Discover how employee onboarding IT gaps create lasting security vulnerabilities at hedge funds and PE firms, plus solutions for better access controls.
Read more about Employee Onboarding IT: Security Gaps That Cost Fund Managers
Discover how AI-powered client reports are transforming wealth management with personalized insights, automated customization, and scalable solutions.
Read more about AI-Powered Client Reports: The New Wealth Management Standard
One of the most common questions we hear from investment firms is: “What should we expect to pay for managed IT?”
Read more about What Does Managed IT Cost for an RIA Firm (5–100 Employees)?
When organizations think about cybersecurity, the conversation usually starts with tools. But one of the most overlooked aspects of cybersecurity is not...
Read more about Why Documentation Matters More Than Security ToolsMost business owners carry a quiet tension that never fully goes away.
Read more about Why Peace of Mind Is a Legitimate Business InvestmentSomething will break eventually.
Read more about Getting Back to Work Matters More Than Preventing Every ProblemIt often begins with something small.
Read more about Your Business Needs Fewer Surprises, Not More IT Tool
Raising capital today isn’t just about performance.
Read more about Why Technology Due Diligence Is Now a Fundraising IssueWhen you hear the word downtime, what comes to mind? You might imagine a major storm, a power grid failure, a data breach or a sophisticated cyberattack...
Read more about The Hidden Yet Easily Preventable Causes of Downtime