Entries tagged "identity theft"
Our Paperless Office
I want to expand upon an earlier post about identity theft with a detailed explanation of some of the steps we take to protect client information.
Our industry has very strict compliance regulations and rules governing recordkeeping. Required documents range from client personal information and account forms to meeting notes. Many...
moreDon't Blame Identity Theft on the Internet
Given the recent issue with Epsilon and the theft of millions of email addresses, I thought it pertinent to visit the current state of identity theft, some of the myths of identity fraud and some ways to defend yourself. First, let’s look at a few myths about how and to whom...
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