One agent added that advisors’ most common mistake is to fail to educate clients on how to avoid cyber crimes.
Read the full article from Financial-Planning.com here.
FBI Gives Tips for Advisors to Avoid Cyber Crimes
Speaking at the Raymond James annual national conference, FBI agents said advisors should always use the telephone to verify orders to move money and they should advise clients to be wary of open Wi-Fi, especially when conducting online banking, reports Financial-Planning.com.
