Why Financial Advisors Should Encrypt Their Emails When Handling Private Client Data

Why Financial Advisors Should Secure Communication between Their Clients

As technology advances, it has become more and more critical for financial advisors to keep client information safe and secure. It does not matter whether the information breach occurs because of a human error or a cyber-attack.

A single instance of data breach can destroy client trust. These people will no longer believe that you can be trusted with their personal and confidential information, including their ID card numbers or any other piece of private information provided to their financial advisor.

Digital Marketing Compliance Tips for Financial Advisors

The Issue of Compliance in Digital Marketing for Financial Advisors

There is no doubt that digital marketing is a powerful tool for creating awareness and engaging prospective investors for financial advisors. Unfortunately, many financial planners, insurance advisors, estate planners, and other financial advisors are hesitant to jump on board because of the strict compliance requirements of marketing campaigns.


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