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The 'jaw-dropping' errors that put IFA client data at risk
Manage episode 399900617 series 1770453
Content provided by Citywire: The Advice Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Advice Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm.
This incident was not an isolated one. In this episode of The Advice Show, reporters Zach Sharif and Nicola Blackburn speak to Kate Shaw, financial planner at Financial Life Planning and Rob Lewis, director at Celtic Financial Planning, who have encountered provider errors that resulted in major client data breaches in recent months.
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Manage episode 399900617 series 1770453
Content provided by Citywire: The Advice Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Advice Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm.
This incident was not an isolated one. In this episode of The Advice Show, reporters Zach Sharif and Nicola Blackburn speak to Kate Shaw, financial planner at Financial Life Planning and Rob Lewis, director at Celtic Financial Planning, who have encountered provider errors that resulted in major client data breaches in recent months.
279 episodes
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Similar to The Advice Show
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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continue reading
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continue reading
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continue reading
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