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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.
Identity theft can wreak havoc on a person's assets. Remind your clients periodically—through your newsletter or at your next meeting—to guard their financial information closely and check their accounts often.
Paying bills and conducting banking transactions over the Internet can actually protect your clients from certain types of identity theft, according to a new study.
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