3 Mobile Security Best Practices for LA Investment Advisors (SlideShare)

Post on 07-Aug-2015

20 views 0 download

Tags:

Transcript of 3 Mobile Security Best Practices for LA Investment Advisors (SlideShare)

3 Mobile Security Best Practices

for LA Investment Advisors

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

This article presents three

mobile security best practices

that will reduce the likelihood

of a portable device being

compromised,

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

allowing investment advisors

to assist clients remotely

while still allowing your

Chief Compliance Officer

to sleep at night

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

1. Enable Remote Wipe

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Remote wipe is a powerful

security feature that enables

a device owner or network

administrator to send a

command that will delete

stored data

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Devices that have been

rooted, jailbroken, or have

a non-manufacturer ROM-base

may not respond to wipe

commands,

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

so advisors using their own

phones should verify that

nothing has been altered

contrary to manufacturer

guidelines

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

2. Only Install Apps from

Approved / Trusted Sources

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

This one is especially important

if a financial advisory firm

has a BYOD policy

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Employees should only shop

for apps at reputable online

stores,

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

and avoid anything from

unknown sources

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Even when the app

has acceptable origins,

read its privacy policy

thoroughly before installing

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

3. Turn Off Wi-Fi and Bluetooth

When Not In Use

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Advisors should turn off their

transmitter for both signals

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

If they are traveling and

do not need a data-heavy

connection for streaming video

and program downloads,

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

they should rely on their

phone or tablet’s data plan

connection for casual surfing

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Bottom Line

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Developing a set of

mobile security best practices

will also ensure

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

that information stored

on company- or employee-

owned devices is kept safe

from prying eyes

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

What mobile security

best practices has your firm

adopted?

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Have they been successful

so far?

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments box below

Copyright © FPA Technology Services, Inc.

Learn How to Protect Your Firm’s Technology

With the Right IT Service Provider

Download Your Free Guide

Investing in High Net Worth Clients:

The LA Investment Advisor’s Guide to Using

Technology to Manage and Grow Your Firm

Now at http://www.TechGuideforLAInvestmentAdvisors.com