While we normally try to avoid product pitches at the Financial Advisor Webinar Series, presenters at today's session on secure hardware for financial advisors were asked to talk about their products because that was the best way to tackle a topic so far afield from wealth management. And since last week's session explained the new liabilities that advisors now face if they don't keep their client's personal information secure, we needed to show advisors where they can find systems to help them improve security. Judging from the attendee comments, the change of approach worked just fine. The three presenters each had a different security solution for advisors, but advisory firms probably need all three to begin to create a secure environment for client data.
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