1. Erado, An Advisor Products Compliance Partner, Named To Gartner’s “Cool Vendor” List
(Matching tags: technology,security,RIA compliance,RIAs,privacy; security,compliance,Social Media)

You just don’t see vendors to advisors get named to Gartner Group’s list of “cool vendors.” Sorry, I know RIAs think they are really a big deal but in the enterprise world covered ...

2. For Mac Users, Time For Attitudes To Change -- Hackers Can Break Into A Mac As Effectively As A Windows PC
(Matching tags: security,apple,Operating Systems)

While Mac users have always been able to boast that they sidestepped all the malware and viruses inflicted on PCs, the recent infection of 600,000 Macs is a watershed.   According to ReadWriteWeb, ...

3. Cyber Crime Is Increasing Across Industries
(Matching tags: fraud,security)

Economic cyber crime may not be the topic of popular crime shows but it has the #2 spot on financial services firms’ radar. Misappropriation is the first concern with 78% of firms falling vict

4. Why Do Advisors Continue To Use Free Gmail Accounts? Do They Not Know The Risks?
(Matching tags: microsoft,security,google,apple,privacy)

This week I received yet another question from an advisor asking if it was ok to use a “free Gmail account” to conduct business. 

5. Security Issues Advisors Should Ask Web-Based Application Vendors About
(Matching tags: security,cloud,advisor technology)

...  Third-Party Intrusion Detection & Protection. Many vendors serving independent advisors are small companies. While they can protect web servers from hackers, they are not security experts. Some vendors ...

6. Huge Opportunity For Your Clients' Portfolios!
(Matching tags: security,tax planning,asset management)

As a result of the Emergency Economic Stabilization Act of 2008, brokers and custodians must report cost basis information on sales of mutual funds as of January 1, 2012.  IRS Notice 2011-56 was recently ...

7. Is Your Cell Phone Secure? Advisors4Advisors Is Here To Help You Make Sure It Is
(Matching tags: security,phones,privacy; security)

... it’s a good way for advisors to look at it. Point is, A4A faithfully reports on security holes advisors need to know about it, like the one I read about today.  ...

8. Typosquatting Hacks: What Can Happen If A Hacker Sets Up A Phony Domain For Your Custodian Or B/D
(Matching tags: security)

Say a hacker sets up the domain for Sschwab.com or TDAmmeritrade.com and emails you requesting you send confidential information or builds a few Web pages that look just like your custodian's site.

9. Where do you store your passwords?
(Matching tags: passwords,security)

Today’s independent advisors have so many websites to connect to run their practice.  You have to login to your computer, email, personal email, client database, planning software, broker ...