Protecting Client Data

June 2006
Journal of Financial Planning;Jun2006, Vol. 19 Issue 6, p26
Academic Journal
The article discusses methods that financial planners can use to ensure the security of their clients' confidential data. The United States Department of Justice estimates that nearly 4 million U.S. households were victims of identity theft in 2004, illustrating the necessity for financial planners to safeguard client information. Many financial planning firms believe that they are too small to garner attention from identity thieves, but technology consultants like IND say that all business are at risk. INSETS: Data Protection Advice for Clients;Reducing Wireless Exposures;Stop That Car!.


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