Data Security Report Now Available!

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Technology Task Force's Report on Data Security Now Available

The member-authored report contains tips for advisors to navigate data security issues

On behalf of Advocis Legal and Regulatory Affairs, we are pleased to introduce the Technology Bulletin, a new bulletin for members that focuses on the increasing role of technology in an advisor's day-to-day practice and the regulatory implications that stem from fintech developments. Technology Bulletins will showcase the work of the Technology Task Force, a committee of Advocis members who are fluent in fintech issues. In this inaugural issue, we are pleased to release the TTF's report on data security. 

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