Resist the temptation to help clients in a way that breaches your legal and regulatory obligations
NASAA’s proposal aims to curtail the practice of advisors accessing client accounts through their clients' login information
Genetic testing could open a Pandora’s box, some warn
The federal tax agency notes that the data are encrypted and the risk that the taxpayers’ information would be compromised is thought to be very low
Insurers may need to tweak the consent process to protect clients
Proposed new service would make it easier for consumers to take control of their digital identity in a privacy enhanced and secure way
The CRA is marching Canadians toward filing their taxes online for convenience and efficiency. But with that convenience comes vulnerability. How can your clients protect their privacy?
Financial services firms may have to set up their dispute-resolution process "in a much more formal way"
A new report from the Security Intelligence Review Committee states that there were multiple instances of this happening from a particular CSIS office
Client information used for personal advantage