The webinar I participated in last week about custody issues when retaining client login credentials has really generated a lot of media coverage. Yesterday an article was featured in Advisor Perspectives.
Today, Financial Advisor Magazine posted Access To Client Encrypted Log-Ons Presents Quandary on its online content. Please read it when you have a moment.
I have also answered many questions from advisers on best practices for updating disclosure documents, protecting credentials saved on internal systems, and using aggregation applications, such as ByAllAccounts. If you need assistance with any of these issues, feel free to post comments here or email me privately at bill [at] fppad [dot] com.
