As modern life increasingly moves online, advisors, clients and their devices are at risk of being hacked, compromised or having critical information stolen. Because they handle such sensitive information, advisors are in a position to help protect clients’ digital assets, experts say.
“They not only can make a difference – they are the difference. They are on the front line,” says Chris Valenti, CISSP, Information Security Liaison at First Clearing, an affiliate of Wells Fargo Advisors.
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