Articles by Jeff Plutte

About the author:

Jeff Plutte

Partner experience manager

Jeff Plutte is a partner experience manager at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

What advisors need to know about data security

For financial advisors, dealing with data security is an important facet of the job. Every day, advisors handle their clients’ extremely important and sensitive financial information and need to be sure they are doing everything they can to protect it.

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