Blog
Our blog posts to share our thoughts, ideas, tips and tricks with everyone
Learn how to communicate effectively during a cyber incident. Discover what to say, who to notify, and when to act to protect LP trust and regulatory st...
Read more about Cyber Crisis Communication: What to Say and When
Co-managed IT lets financial firms augment internal IT teams with specialized support—closing gaps in cybersecurity, compliance, and coverage without...
Read more about Co-Managed IT: When Your Internal Team Needs a Strategic PartnerLearn how RIAs can pass institutional ODD and DDQ cybersecurity scrutiny, avoid capital-raising delays, and answer tough allocator questions confidently...
Read more about RIA Cybersecurity: Passing ODD and DDQ Scrutiny
AI operating systems are shifting social engineering defense from employees to the system itself. Here's what financial firms need to know now.
Read more about AI Operating Systems vs. Social Engineering: What Firms Need to Know
Financial firms using Microsoft 365 face critical backup gaps. Learn why the shared responsibility model leaves your data at risk and what to do about i...
Read more about SaaS Backup Gaps Financial Firms Can't Afford to Miss
Learn how RMM tools have become prime attack vectors for financial firms and what steps you can take to protect your organization from these hidden thre...
Read more about When IT Tools Become Attack Vectors: RMM Risks for Financial Firms
AI document review is transforming PE due diligence by cutting weeks from deal timelines. Learn how firms deploy it without creating new risk exposure.
Read more about AI Document Review Is Reshaping PE Due Diligence
Learn how to transform board cybersecurity reports into decision-driving tools that resonate with executives and satisfy SEC regulatory requirements.
Read more about Board Cybersecurity Reporting That Actually Drives Decisions
Learn why investment firms need a formal AI acceptable use policy to manage regulatory risk, SEC scrutiny, and data exposure from unsanctioned AI tool u...
Read more about AI Acceptable Use Policy for Investment Firms
Discover how smart technology decisions help PE and hedge funds scale from $500M to $2B AUM, improve LP due diligence, and remove operational growth cei...
Read more about Tech Decisions That Separate Growing PE and Hedge Funds
Learn how AI is transforming cyber defense for financial firms, closing the gap legacy tools leave against sophisticated, credential-based attacks.
Read more about How AI Is Reshaping Cyber Defense for Financial Firms
AI systems are now taking over human vigilance against phishing and social engineering attacks that cause most financial firm breaches. Here's what's ch...
Read more about AI Systems Are Replacing Human Vigilance Against Phishing
Learn how hedge funds and PE firms can prevent access-control risks during employee onboarding and offboarding to protect sensitive data and LP relation...
Read more about Secure Employee Onboarding and Offboarding for Funds
AI-powered phishing is overwhelming hedge funds and investment firms. Learn how generative AI enables mass personalized attacks and what security teams ...
Read more about AI Phishing Is Overwhelming Financial Firm Security Teams
Operation Dragon Weave exposes why hedge funds and investment firms are prime nation-state espionage targets. Learn the APT threats your firm must addre...
Read more about Operation Dragon Weave: What Investment Firms Must Know
Financial firms face critical risk from a Windows remote exploit. Learn what steps hedge funds and investment firms must take to protect domain controll...
Read more about Windows Remote Exploit: What Financial Firms Must Do Now
Attackers now weaponize vulnerabilities within hours of disclosure. Learn why financial firms must modernize patching before breaches occur.
Read more about Why Faster Patching Is Now Non-Negotiable for Financial 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