 As cybersecurity becomes more of a focus of compliance exams, it is important to adhere to a comprehensive and disciplined program.Kimberly Foss, CFP, CPWA, founder and president, Empyrion Wealth |
Defend client data from cybercrime
Kimberly Foss | Financial Plannning, December 2016
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Summary: Occasionally, I receive questions from clients asking where I store client information, and I’m always happy to answer them. Advisers store large amounts of sensitive personal and financial information, and clients deserve to know it’s kept safe.
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