Monthly Archives: May 2015

23 Quick Compliance Tips

Posted on May 28, 2015 by cindihill

At the NAPFA Conference earlier this month I gave a presentation on compliance.  I was unaware that in the back of the room Samantha Allen, a reporter for Financial Planning magazine, was taking notes.  Below are the tips she posted on … Continue reading →

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Cybersecurity – use of free wi-fi

Posted on May 15, 2015 by cindihill

At the NAPFA Spring conference this week, it was mentioned several times that advisors may not be taking cybersecurity seriously.  They think it won’t happen to them – as do many of their clients. This information can be used by both you … Continue reading →

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Cybersecurity- Education

Posted on May 7, 2015 by cindihill

Recently I discussed adding client information about cybersecurity in your newsletter.  I will be blogging about topics and content you can use.  Sheryl Rowling’s recent guest blog in Investment News has some information you could include.  Follow the link to … Continue reading →

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