Financial advisers are changing their systems and procedures to protect clients and their own firms from the rising incidence of cybersecurity breaches.
Advisers are taking such steps as verifying money requests, being more careful about passwords, banning client data from laptops and conducting annual cybersecurity audits to make sure they are protected from online criminals.
Heron Financial Group has taken the aforementioned steps, and now its executives are working to make their customer relationship management system more secure.
