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Financial Advisor June 2008 David Lawrence	Keeping It Private In this age of malicious software, computer viruses, and other means of stealing information, it should seem obvious to most financial advisors to take steps to protect client and firm data. Yet many firms still do not do this.
Financial Planning March 1, 2011 Joel P. Bruckenstein	Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable.
Registered Rep. July 1, 2004 Alan Plummer	The Cutting Edge Whether you pay a professional to handle these tasks for you, or you choose to do them yourself, creating a secure office is essential for any advisor.
Popular Mechanics October 20, 2008 John Brownlee	Keep Your Data Safe Online: Complete Guide to Online Privacy Though we can't promise that these tips will keep you 100 percent safe from hackers, they'll certainly make it a lot harder for interlopers to read your e-mail, fill your computer with spyware and track your Web-surfing habits.
Registered Rep. May 24, 2011 Lauren Barack	Cyber-Hackers: Faster, Better Equipped Than You Security should be the responsibility of all employees - not just the chief technology officer, or the principal of an advisory firm.
Financial Planning June 1, 2009 Joel P. Bruckenstein	Smartphone Smarts Smartphones will change the way advisors work, letting them enhance productivity and better serve clients.
Investment Advisor June 2008 Irace & Mehta	Security in a New Age How to protect your firm from 21st century online criminals
Registered Rep. August 15, 2014 Diana Britton	Is the Cyber Sweep Too Much to Handle? The recent regulatory sweeps around cyber security by the Securities and Exchange Commission and FINRA are starting to hit financial advisors, and many, especially smaller practices, are not prepared for it.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Registered Rep. December 8, 2011 Jerry Gleeson	Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features.
CRM September 2012 Kelly Liyakasa	Cracking the Code on Cyber Crimes Despite efforts to proactively protect customer data, computer intrusions and online fraud are on the rise.
The Motley Fool July 6, 2010 Anders Bylund	Apple Gets Hacked Apple wipes egg off its face and makes one Fool think about safer online security standards.
Financial Planning December 1, 2012 Joel Bruckenstein	Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
Financial Planning April 1, 2010 Brian Hamburger	Full Disclosure Protecting client privacy is one of the most important responsibilities of any financial advisor. And it's about to become one of the most time-consuming and highly regulated aspects of the business as well.
PC Magazine September 11, 2009 Jamie Lendino	Kill Your Phone Remotely Many of today's most popular smartphones can be erased remotely if they are lost or stolen; here's how to do it.
Registered Rep. August 16, 2013 Lauren Barack	Hackers At The Gate "FINRA expects cyber security to remain a regulatory focus for the foreseeable future," Susan Axelrod, FINRA's executive vice president for Regulatory Operations said at the PLI Seminar in October.
Financial Planning September 1, 2010 Katherine Heires	The iPad's Cool Factor Despite the need for security considerations, many advisors who have tested the iPad are enthusiastic.
InternetNews February 24, 2010	Cyber Attacks Hit 75% of Enterprises in 2009 Symantec's latest report has more unsettling news for IT security administrators.
Investment Advisor August 2010 Dan Skiles	The Technology Coach: Advisors: What Is Your Mobile Technology Strategy? How can your advisory firm leverage mobile devices and smart phones to conduct business and better serve clients?
Investment Advisor October 2010 Dan Skiles	Four Security Best Practices That All Advisors Should Implement Common sense security will make your firm a tough target for hackers.
Financial Planning February 1, 2013 Joel Bruckenstein	Windows 8 Review: 5 Things to Know Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system.
PC World April 2004 Scott Spanbauer	Lock Down Your PC Hackers. Spammers. Even rogue coworkers and employees. How can you keep the bad guys out and the good data in? Safeguard your system's perimeter with these 29 beyond-the-basics security steps.
CIO October 28, 2011 Nancy Gohring	5 Things You Need to Know About Android Phones Android phones are in high demand by workers, but they lack key security features. Here are the top five things you can do to make sure Android phones in your organization don't create a security nightmare.
The Motley Fool August 17, 2010 Eric Jhonsa	Waiting for an iPad Killer? Don't Hold Your Breath. Rival tablets might be cheaper than the iPad, but they won't be better.
Financial Advisor November 2005 Joel Bruckenstein	Securing Yourself And Clients Identity theft poses a serious threat for financial advisors and their clients. Here are steps to take to prevent identity theft and related security concerns.
Registered Rep. February 1, 2013 Megan Leonhardt	The Mobile Advisor Technology is changing the game for advisors who want more face time
InternetNews July 28, 2010	Mobile Apps Are Hot, But Are They Safe? The proliferation of mobile apps for the smartphone market is big business but security experts are warning that many of the apps are built on third-party code that may not be properly vetted for security risks.
InternetNews October 27, 2010	Malware Scams Pick Up In Retail Sector Targeted attacks are becoming more and more common as hackers seek out specific individuals or groups to steal proprietary information.
The Motley Fool October 26, 2011 Dan Radovsky	R.I.P. for RIM? Not So Fast ... Is the BlackBerry really dead on the vine?
InternetNews December 14, 2010 Lisa Phifer	Top 10 Mobile Risks to Avoid During Holidays Between online shopping and checking in at work, the holiday season presents a number of security risks for smartphone users.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
InternetNews May 27, 2005 Tim Gray	Wi-Fi Still A Corporate Risk The strategic advantages of constantly connected employees also present some high-risk problems for corporate America.
Popular Mechanics April 17, 2008 Joe Pappalardo	Hack Attack on Tibet Groups Could Hint at China's Anti-U.S. Tactic As Buddhist monks in exile mourn fellow Tibetans killed in the recent conflict with China, U.S.-based nonprofit organizations are facing spam attacks, fake smear campaigns and other threats to digital privacy.
InternetNews August 18, 2009	Smartphone Users Surf Sans Security Despite being aware of the potential risks of mobile Internet use, smartphone owners don't take security seriously.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
PC Magazine September 23, 2008 Matthew D. Sarrel	A Day in the Life of a Web 2.0 Hacker They harvest data about you, your family, your friends, and your work directly from the Web apps you use and the sites you visit. Here's how they do it.
PC World November 2003 Kandra & Brandt	The Great American Privacy Makeover An exclusive PC World survey reveals that even savvy Web users can do more to safeguard their privacy and data. Take the quiz and find out how vulnerable you are; then use our tips to improve your score.
PC Magazine August 22, 2008 Matthew D. Sarrel	Thwarting Identity Theft Identity theft has been a federal offense since 1998. But are we getting any better at dealing with it? Actually, we are. Here are several tips to prevent financial loss from identity theft.
Registered Rep. June 16, 2011 Diana Britton	Securities America Jumps on the Social Media Bandwagon Independent broker/dealer Securities America announced its new social media program, which will allow all of its 1,800 reps to access and post content on Facebook, LinkedIn and Twitter.
Registered Rep. December 21, 2010 Lauren Barack	There's a Financial Planner App for That Experts agree that while financial advisors are increasingly adopting mobile devices, they should still use caution and common sense when client data is involved.
Investment Advisor May 2007 Joni Youngwirth	Risk Management--for Yourself Think you've got a handle on risks to your financial advisory practice? Think again.
InternetNews April 23, 2010	SMBs Often a Weak Link in Cyber Security Lax data security and a lack of resources could be exposing small and midsized businesses - and their customers - to risk.
InternetNews February 4, 2010	Google Updates Apps for Smartphone Use Google adds smartphone security features to mobile enterprise apps to make them more mobile IT-friendly. Is this a push to take on RIM in the workplace?
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
Registered Rep. January 28, 2013 John Kador	Gallery: Ten Apps that Help Financial Advisors Deliver the Goods Whatever your requirements -- managing accounts, reviewing portfolios, communicating with clients, plotting travel -- there are usually dozens of competing apps from which to choose.
Bank Technology News August 2006 Michael Sisk	Roving Trouble The use of handheld devices in financial services provides the freedom to work remotely and can increase employee productivity, but there's a downside: Securing email access to corporate server-based accounts and providing remote access to corporate networks and Web-based email is harder than ever.
On Wall Street October 1, 2008 Walper & McBreen	Identity Thieves Target the Affluent Assure your clients that you're safeguarding their information.
Popular Mechanics April 2009 Seth Porges	How to Make Your Webmail Secure Web-mail users need to be especially careful when it comes to their cyber security. Here's how.
Financial Advisor March 2008 David J. Drucker	Hidden Threat: Identity Theft What is identity theft, and what should financial advisors be telling their clients about it?
Registered Rep. October 13, 2011 John Aidan Byrne	Financial Advisors Embrace Mobile Computing Financial advisors are finally catching up with their clients in mobile computing.