How Secure Is Your Client Data?

Clarke, Eric
January 2009
Journal of Financial Planning;Jan/Feb2009 Practice Management, p24
Academic Journal
The article presents five questions financial planners should ask their information-technology professional regarding computer security. Software vendors frequently provide security updates, and planners need to know what the firm’s policy is for installing these. Inquire about whole-disk encryption programs for the firm’s laptop computers. Find out whether firewalls, anti-virus software, and other measures are in place to protect the company’s local area network. Ask what steps are taken to ensure that old data and hardware are being disposed of safely. Find out what practices might be adopted to ensure workplace safety.


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