As cyber threats rise and regulations tighten, wealth management firms face growing risks. This workshop delivers actionable insights for CEOs, covering the SEC’s new cybersecurity rules and practical steps for protection. Industry leaders will break down common myths, introduce key cybersecurity strategies, and share detailed protocols to shield your firm and clients from today’s most sophisticated threats.
One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has moved to Moran Wealth Management, a Naples, Fla.-based registered investment advisor with more than $5 billion in assets under management.
Stich, who was executive managing director at MarketCounsel, will serve as Moran’s chief marketing officer, overseeing the expansion of its digital marketing efforts and reach across new platforms and audiences, according to a statement. He connected with Moran via MarketCounsel, which has the RIA as a client.
