With so many financial transactions conducted over the Internet these days, cyber-criminals have devised a new way to steal from unsuspecting investors. They are targeting financial advisors with false emails that trick the advisors into transferring client money into the criminals’ accounts. According to one expert, tapping into an email account is a “low tech” way to gain access to a financial advisor, estate lawyer or other advisors that handle investor money. Social media and search engines have made the process of finding potential victims easier as well.
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A full-service solution that helps you improve your process and client relationships sounds great, but you must be able to determine what will best help your firm grow.
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New communication tools can open up your firm to risk and prohibition is not prevention. Learn five key practices you should implement now.
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