Who Wants More Cyber-Security Guidance

In a recent article written by Bill Winterberg in the Journal of Financial Planning he highlighted a number of pitfalls that advisors commonly fall into that expose sensitive client data and information to hackers and phishers. By falling into these pitfalls, advisors are unknowingly becoming the tool of the fraudster.

Winterberg noted that the following practices should be given a lot of attention:

1. How strong are the passwords on all of your electronic devices.
2. Are you using passwords on PDF because there are inexpensive programs that can easily decode these passwords.
3. Are you sending sensitive client information via email. If you need to use email, consider a secure email service.