Encrypt sensitive information, planners are routinely warned by security experts. Many states even require it. But there’s also confusion out there among advisors about the nuts and bolts of encryption.
“Planners would love to get specific guidance,” says advisor and technology consultant Bill Winterberg, but he suspects that many are frustrated. As a result, he says, “I would boldly guess that the majority of advisors are not using encryption properly.”
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access