Clients don’t think of themselves as average, and human advisors are best equipped to customize and personalize their solutions, advisors and industry experts say.

Data backup may not be the most interesting part of an advisor’s role, but they must make the necessary measures a top priority, compliance and security officers say.

A positive online presence is crucial to the success of an advisor’s reputation.

Electronic thieves have gotten smarter - and they’re targeting you. These experts can tell you how to beat them.

There's almost no good way of tell a bank customer that her personal data's been stolen. But some banks do a particularly bad job of communicating during a security incident.

Experts provide valuable tips for firms to protect sensitive client data from hackers.

Everyone on staff should know how to handle sensitive client information, making it possible for them to be responsive, but not nosy.

As hackers and scam artists become more sophisticated, screening for scams can be difficult. Advisors must understand the top threats to client data and what might happen in the event of a breach.

Personal Capital's business model is rooted in technology -- but with live advisors and higher fees, the firm wants to duck the "robo" label.

Advisors should keep abreast of what their employees post on social media, but also recognize that notions of appropriate online commentary vary among generations.

Security experts recommend advisors use not only passwords, but a more stringent form of verification, known as “two-factor authentication,” for logging into every device and into every data collection system they control.

Here are five tips to help advisory firms comply with and go beyond SEC email requirements.

The American Bankers Association, which initially opposed ".bank" domain names on the Web, is now promoting them as a way to enhance security amid growing cyber risk concerns.

Without a security plan in place, financial affairs can become a mess if a client dies or becomes incapacitated.

Wealthfront can become the "leader in a new emerging market" if it focuses on millennials the way Charles Schwab zeroed in on Baby Boomers, says CEO Adam Nash.

With cybertheft rampant and regulators keeping watch, financial advisors must help secure their clients' data.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position.

FINRA has issued a long-awaited regulatory notice outlining the proposal for a controversial data-sharing system known as CARDS, asking for comments from the industry and other stakeholders.

Rather than fighting off digital competition, RIAs should bet on Betterment's "robo advisor" technology, says industry veteran Steve Lockshin.