Technology
Mobile Security Still Lacking for Advisors
- Details Category: Security
I have had a number of discussions over the past six months with advisors who are leveraging the power of the smart phone to extend their reach beyond the office and computer. While this arena continues to evolve on the application, sync and mobile browser front - the achilles heel of mobility remains security.
Fake SIPC Site Tries To Victimize Madoff Victims All Over Again
- Details Category: Web
The real Securities Investor Protection Corp. issued a press release today warning Madoff victims against submitting personal information to the fake “International Securities Investor Protection Corporation,” which claims to be based in Geneva and maintain ties to the United Nations and International Monetary Fund.
"We know from information provided to us by individuals that this bogus group is already attempting to obtain funds and confidential financial information from investors in the U.S,” according to SIPC President Stephen Harbeck.
The fake SIPC site uses t
Top Threats of Cloud Computing
- Details Category: Security
I recently discovered a working paper published by the Cloud Security Alliance (CSA) sponsored by Hewlett Packard addressing the top threats of cloud computing.
Feedback to my previous Commentary on cloud computing often surrounds risk management decisions when considering such services. Concerns of cloud computing often include security of sensitive data stored in the cloud, reliability and accessibility to cloud services (i.e. how much uptime is promised), and integration capabilities with other cloud- or desktop-based business applications.
The CSA's paper titled Top Threats of Cloud Comp
Build Your Own Storage Cloud
- Details Category: Hardware
In 2010, buzz around financial advisor conferences seems to always include the topic of cloud computing. Advisors stand to save considerable money and time by offloading the management of programs historically installed on local computers and servers. But one concern always pops up during cloud discussions, and that's the concern of data security.
Advisors are justifiably concerned about data security when coupled with cloud services. Client data is sensitive, private, and confidential, and advisors are under legal obligations to keep the data safe in all circumstances. So when considering
Performance Reporting For New RIAs
- Details Category: Advisor Applications
For advisors going independent, producing monthly or quarterly performance reports is unfamiliar ground. Without a documenting the process and choosing a technology platform to implement a system, performance reporting can be overwhelming. Advisors4Advisors recently produced a webinar to help new advisors making the transition.
