How to Secure Client Data

Bhatnagar, Ash
November 2009
Journal of Financial Planning;Nov/Dec2009 Practice Management Sol, p24
Academic Journal
The article presents the author's idea in safekeeping client's data against information breach from external parties. It notes several news that groups of genius hackers are on the move to steal and sell information which poses great risks among financial firms and advisers, compromising data security. It is suggested to deal security in a process perspective rather than a hacking perspective through policies and procedures implementation. Personal computers (PC), for example, are the first place of infiltration threats in which the author suggests the every PC should have an antivirus software with an automated update. Moreover, the level of protection begins in network security in which the author offers tips in setting up an on-line network.


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