CNBC: How to vet your financial advisor¹s cybersecurity savvy

Kelli Grant with CNBC posted a second piece including advice from security experts for vetting your financial advisor or firm's cybersecurity habits and included tips from Citrix chief security strategist, Kurt Roemer. He notes that firms should have policies in place for safely disposing of a former client¹s data, and a succession plan if the advisor retires. 

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