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

3 Data Security Best Practices

for LA Investment Advisors

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

http://www.techguideforlainvestmentadvisors.com/

Sponsored by


Craig PollackFounder & CEO

This article reviews three

data security best practices

for Los Angeles investment

advisors


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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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safer from the cyber-attacks

that continue to push less

vigilant companies into the

headlines


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Has your firm developed

a data security policy that

evolves with the changing

threat profiles?


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Let us know your thoughts

in the Comments box below


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