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 |
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.
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 |
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