Financial Professional Resources

We recognize your role as an advisor requires you to have a wide breadth of knowledge about various topics. Be sure to visit this page frequently, as we continue to grow the resources provided.

Senior Client Resource Pages

Client-focused content

Professional-focused content

Cyber Security Resource Pages

Helpful websites

https://www.identitytheft.gov

https://www.myfico.com

Home Page

Articles

https://www.protectseniorsonline.com/resources/cybersecurity-best-practices/

5 Steps to Take Immediately If You’ve Been a Victim of Identity Theft

https://heimdalsecurity.com/blog/online-privacy-essential-guide/

https://heimdalsecurity.com/blog/5-tips-to-protect-your-parents-from-cyber-attacks/

https://www.consumer.ftc.gov/blog/2017/09/equifax-data-breach-what-do

https://www.consumerfinance.gov/about-us/blog/top-10-ways-protect-yourself-wake-equifax-data-breach/

http://www.wealthmanagement.com/client-relations/how-talk-seniors-about-fraud

https://www.investor.gov/additional-resources/news-alerts/alerts-bulletins/investor-alert-identity-theft-data-breaches-your

https://www.investor.gov/additional-resources/news-alerts/alerts-bulletins/updated-investor-bulletin-protecting-your-online

https://www.dhs.gov/sites/default/files/publications/Cybersecurity%20for%20Older%20Americans_0.pdf

https://www.business.att.com/learn/operational-effectiveness/5-easy-ways-to-improve-your-cybersecurity.html

https://www.forbes.com/sites/forbestechcouncil/2017/02/13/nine-easy-ways-to-improve-your-companys-cybersecurity/#689561c671b7

https://www.usatoday.com/story/tech/columnist/saltzman/2017/09/17/equifax-data-breach-do-15-minute-cybersecurity-makeover/668684001/

https://www.welivesecurity.com/2016/09/22/5-simple-ways-can-protect-phishing-attacks/

https://community.norton.com/en/blogs/norton-protection-blog/7-most-important-cyber-security-topics-you-should-learn-about

http://www.investmentnews.com/gallery/20170106/FREE/106009998/PH?NLID=daily&NL_issueDate=20170921&utm_source=Daily-20170921&utm_medium=email&utm_campaign=investmentnews&utm_visit=681892&itx[email]=a928202a94e0da529adc56c6ac65c6628eebfc35ef74333872ccf59874

http://www.investmentnews.com/article/20171106/BLOG05/171109958/someone-tried-to-hack-my-social-security-account

http://www.investmentnews.com/section/video?playerType=Events&eventID=t3enterprise&bctid=5633920273001&date=20171102

http://www.investmentnews.com/article/20171012/FREE/171019976/report-details-rampant-elder-financial-abuse

http://www.investmentnews.com/gallery/20170912/FREE/912009999/PH/7-ways-for-advisers-to-help-shield-clients-from-equifax-data-hack

http://www.bankrate.com/finance/financial-literacy/10-tips-to-computer-security-1.aspx

https://ist.mit.edu/security/tips

https://security.berkeley.edu/resources/best-practices-how-to-articles/top-10-secure-computing-tips

https://www.mozilla.org/en-US/teach/smarton/security/

https://www.google.com/safetycenter/everyone/start/

http://securerr.com/top-security-tips-windows-2017/