This webinar will be presented by the President of Shareholders Service Group, Dan Skiles. Mr. Skiles is involved in all aspects of managing the firm. Specific areas of focus include technology, finance, business operations and strategy. Prior to joining SSG in 2009, Mr. Skiles was with The Charles Schwab Corporation where he had responsibilities with the planning and development of technology solutions for Schwab Institutional and leading Schwab Performance Technologies, Inc., ™ a subsidiary of The Charles Schwab Corporation. Before joining Schwab in 2001, Mr. Skiles spent eight years with TD Waterhouse and was responsible for implementing technology solutions for the firm’s investment advisor clients. Mr. Skiles is a leading industry expert who is often quoted in advisor trade publications and he writes a monthly article for Investment Advisor magazine. Investment Advisor magazine also recognized Mr. Skiles in 2014 as one of the 25 most influential people in and around the advisor industry. Mr. Skiles earned a bachelor's degree and a master’s in business from San Diego State University. He also currently serves on the Board of Directors for the Financial Planning Association.
Description:
There is a lot for advisors to consider as it relates to cybersecurity and information protection. This includes areas such as how you know if a WiFi connection is secure, how fraudsters try to compromise your processes, and what the best practices are for training your staff in order to protect your clients and ultimately your firm. Furthermore, your client’s personal information is potentially easily available to anyone via the Internet. Why should this be of concern? There are a number of obvious reasons, including preventing identify theft, fraud, and other ways thieves can use this information for their gain. Less obvious reasons relate to ways that con artists can use bits and pieces of personal information about you to impersonate you over the phone, in emails, or even in good old-fashioned letters. Although it is very challenging to remove ALL of your personal information from public Internet sites, this session will cover relatively simple steps that you and your clients can take to at least minimize the amount of information available.
Learning Objectives:
- How do you know if a WiFi connection is secure?
- Cybersecurity best practices for training your staff in order to protect your clients and ultimately your firm
- Simple steps you and your clients can take to at least minimize the amount of personal information available via the Internet
NAPFA CE - 1 Technology
NASBA CPE - Computer Science
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