Advisors and Identity Theft: Don't Let It Happen to You

By Katherine Vessenes, JD, CFP, RFC
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Studies show that more than 80% of your clients will leave you if they discover you've not kept their information secure. FAs are good targets for identity thieves. You've got everything they need—by the hundreds. And you could be unwittingly supporting these thieves right now. Shut down your vulnerability by taking these eight steps.

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