Comments on: Webinar to Discuss Risks of Custody and Client Credentials http://fppad.com/2009/04/07/webinar-to-discuss-risks-of-custody-and-client-credentials/ Your source for technology insights in the financial planning community Thu, 11 Mar 2010 04:19:50 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: FP Pad » Blog Archive » Client Login and Custody Issues Covered by Financial Advisor Magazine http://fppad.com/2009/04/07/webinar-to-discuss-risks-of-custody-and-client-credentials/comment-page-1/#comment-1156 FP Pad » Blog Archive » Client Login and Custody Issues Covered by Financial Advisor Magazine Wed, 15 Apr 2009 15:48:16 +0000 http://fppad.com/?p=473#comment-1156 [...] webinar I participated in last week about custody issues when retaining client login credentials has really generated a lot of media [...] [...] webinar I participated in last week about custody issues when retaining client login credentials has really generated a lot of media [...]

]]> By: FP Pad » Blog Archive » The Custody Conundrum at Advisor Perspectives http://fppad.com/2009/04/07/webinar-to-discuss-risks-of-custody-and-client-credentials/comment-page-1/#comment-1148 FP Pad » Blog Archive » The Custody Conundrum at Advisor Perspectives Tue, 14 Apr 2009 16:46:10 +0000 http://fppad.com/?p=473#comment-1148 [...] week, I participated on a webinar hosted by ByAllAccounts that addressed the issues of custody when adopting this [...] [...] week, I participated on a webinar hosted by ByAllAccounts that addressed the issues of custody when adopting this [...]

]]> By: Damon http://fppad.com/2009/04/07/webinar-to-discuss-risks-of-custody-and-client-credentials/comment-page-1/#comment-1147 Damon Tue, 14 Apr 2009 14:51:58 +0000 http://fppad.com/?p=473#comment-1147 Got it- Thanks, and good topic! Got it- Thanks, and good topic!

]]> By: Bill Winterberg http://fppad.com/2009/04/07/webinar-to-discuss-risks-of-custody-and-client-credentials/comment-page-1/#comment-1146 Bill Winterberg Mon, 13 Apr 2009 15:50:00 +0000 http://fppad.com/?p=473#comment-1146 <blockquote>Hi Damon, ByAllAccounts has archived the webinar. Go to their website, <a href="http://www.byallaccounts.com" rel="nofollow">http://www.byallaccounts.com</a> and click on Library and then Archived Webinars. You'll need to register with basic information, then the replay link should be available. Also, look for a summary article in an upcoming <a href="http://www.advisorperspectives.com" rel="nofollow">Advisor Perspectives</a> newsletter. </blockquote>

Hi Damon,

ByAllAccounts has archived the webinar. Go to their website, http://www.byallaccounts.com and click on Library and then Archived Webinars. You’ll need to register with basic information, then the replay link should be available.

Also, look for a summary article in an upcoming Advisor Perspectives newsletter.

]]> By: Damon http://fppad.com/2009/04/07/webinar-to-discuss-risks-of-custody-and-client-credentials/comment-page-1/#comment-1145 Damon Mon, 13 Apr 2009 14:51:25 +0000 http://fppad.com/?p=473#comment-1145 Hi Bill, I unfortunately missed your webinar with ByAllAccounts since I was out of town. Is there a recording of it?? If not, would you mind giving us a brief synopsis?? Hi Bill,

I unfortunately missed your webinar with ByAllAccounts since I was out of town. Is there a recording of it?? If not, would you mind giving us a brief synopsis??

]]> By: Susan Weiner http://fppad.com/2009/04/07/webinar-to-discuss-risks-of-custody-and-client-credentials/comment-page-1/#comment-1141 Susan Weiner Wed, 08 Apr 2009 15:10:20 +0000 http://fppad.com/?p=473#comment-1141 Good topic! I imagine many advisors aren't aware of the risks. Good topic!
I imagine many advisors aren’t aware of the risks.

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