3 Data Security Best Practices
for LA Investment Advisors
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
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Craig PollackFounder & CEO
This article reviews three
data security best practices
for Los Angeles investment
advisors
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Craig PollackFounder & CEO
1. Use Digital Certificates
on Your Company Website
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A digital certificate uses
public key infrastructure (PKI)
to allow information to be
exchanged securely online
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Investment firms should
save their certificates to routers,
load balancers, and other
hardware devices
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instead of the web server,
where they are accessible
to intruders
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2. Create a Removable
Media Policy
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A removable media policy
will reduce the risk of
a security crisis by:
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• permitting the storage
of sensitive data on portable
media only when an
employee needs to do so as
part of their assigned duties
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• requiring the encryption
of all sensitive data stored
on such media
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• restricting or prohibiting
the storage of company data
on an employee’s personal
device
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3. Educate Employees
on Data Security
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Regular training should be
conducted for all employees,
showing them how to avoid
common security threats
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Bottom Line
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A sound data security policy
can help keep financial
advisory firms, their customers,
and their employees
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Craig PollackFounder & CEO
safer from the cyber-attacks
that continue to push less
vigilant companies into the
headlines
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Craig PollackFounder & CEO
Has your firm developed
a data security policy that
evolves with the changing
threat profiles?
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Craig PollackFounder & CEO
Let us know your thoughts
in the Comments box below
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