Lori Weston, Head of ComplianceAdvisor, Featured in InvestmentNews on Advisor Cyber Risk
We’re proud to share that Lori Weston, Head of ComplianceAdvisor at STP Investment Services, was quoted in a recent InvestmentNews article, “Schwab joins Fidelity in credential-sharing crackdown; Pontera escalates Fidelity blame” (November 10, 2025).
As major custodians take steps to limit third-party credential sharing, Lori emphasized the importance of ongoing due diligence and cyber risk assessments across all advisor technology relationships:
“Conducting ongoing due diligence on third-party vendors is essential to protecting sensitive client information,” Weston said. “While advisers often focus on their OMS and CRM systems, intermediary credential-sharing platforms that use actual client login credentials can pose even greater risks — enabling potential impersonation of account holders themselves and all permissions that go with account holder access.”
Her commentary reinforces STP’s commitment to helping advisors navigate an evolving compliance and cybersecurity landscape through proactive oversight and best-in-class managed services.
Read the full article on InvestmentNews
