Financial Services Cybersecurity Resources

FTC Safeguards Rule compliance, GLBA guidance, SOC 2 preparation, and cybersecurity strategies for financial firms.

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Featured Financial Services Articles

Financial Services

Navigating the FTC Safeguards Rule: A Comprehensive Guide for Financial Services

Unveil key requirements of the FTC Safeguards Rule for financial firms. Ensure your organization is compliant with expert guidance and practical insights.

Ken Satkunam, CISM · April 22, 2026

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Financial Services

Unlocking FTC Safeguards Compliance for Financial Services

Explore the essentials of FTC Safeguards compliance for financial services, ensuring robust data protection and regulatory adherence.

Ken Satkunam, CISM · April 10, 2026

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Financial Services

FTC Safeguards Rule in 2026: What Financial Services Firms Need to Know Now

The FTC Safeguards Rule is not optional, and enforcement is real. Here is what financial services firms need to know about staying compliant and protecting client data in 2026.

Ken Satkunam, CISM · March 25, 2026

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FTC Safeguards Rule Readiness Checklist

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All Financial Services Articles

Financial Services

Navigating the FTC Safeguards Rule: A Comprehensive Guide for Financial Services

Unveil key requirements of the FTC Safeguards Rule for financial firms. Ensure your organization is compliant with expert guidance and practical insights.

Apr 22, 2026 · Ken Satkunam, CISM

Financial Services

Unlocking FTC Safeguards Compliance for Financial Services

Explore the essentials of FTC Safeguards compliance for financial services, ensuring robust data protection and regulatory adherence.

Apr 10, 2026 · Ken Satkunam, CISM

Financial Services

FTC Safeguards Rule in 2026: What Financial Services Firms Need to Know Now

The FTC Safeguards Rule is not optional, and enforcement is real. Here is what financial services firms need to know about staying compliant and protecting client data in 2026.

Mar 25, 2026 · Ken Satkunam, CISM

Financial Services

Emergency Preparedness and Cybersecurity for Financial Services Firms

Financial services firms face strict BCP requirements under FINRA Rule 4370, the FTC Safeguards Rule, and SEC oversight. Here's how to build a plan that covers both physical and cyber disruptions.

Mar 19, 2026 · Ken Satkunam, CISM

Financial Services

IT Budgeting for Accounting Firms and Financial Services

CPA firms and financial services companies face unique IT budget pressures in 2026 — from FTC Safeguards Rule compliance costs to tax season infrastructure spikes. Here's how to plan strategically.

Mar 19, 2026 · Ken Satkunam, CISM

Financial Services

Phishing Attacks Targeting Accounting Firms and Financial Advisors

Tax season phishing, IRS impersonation, and AI-enhanced BEC are hitting CPA firms and financial advisors hard in 2025–2026. Here's what the IRS, FinCEN, and FBI data says — and how to protect your firm.

Mar 19, 2026 · Ken Satkunam, CISM

Financial Services

How to Choose a Managed IT Provider for Financial Services

Selecting a managed IT provider for your accounting firm or financial advisory practice is a compliance decision, not just a technology one. Here's what FTC Safeguards, GLBA, and best practices require.

Mar 19, 2026 · Ken Satkunam, CISM

Financial Services

The Hidden IT Costs Draining Your Financial Services Firm

Shadow IT, legacy software, compliance data storage, and spreadsheet risk are silently draining financial services firms. Here's how to identify and eliminate the hidden costs most firms never see.

Mar 19, 2026 · Ken Satkunam, CISM

Financial Services

Why Cyber Insurance Alone Won't Protect Your Accounting Firm

Cyber insurance is increasingly denying claims due to lapsed controls and FTC Safeguards non-compliance. CPA firms that rely on it as their primary protection are discovering it too late.

Mar 19, 2026 · Ken Satkunam, CISM

Financial Services

AI-Powered Cyber Threats Targeting Financial Services in 2026

Deepfake fraud, AI voice cloning, and generative AI phishing are hitting financial services firms hard in 2026. Here's what accounting firms and financial advisors need to know to defend themselves.

Mar 19, 2026 · Ken Satkunam, CISM

Financial Services

What Cybersecurity Does Your Accounting Firm Actually Need?

CPA and accounting firms face mandatory cybersecurity obligations under the FTC Safeguards Rule and IRS Publication 4557, with ransomware and phishing attacks surging in 2025. Here's what compliance requires.

· Ken Satkunam, CISM

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