Keeping You & Your Business Protected

Observing Cybersecurity Awareness Month

Believe it or not, this is the 18th year that we are observing Cybersecurity Awareness Month – ensuring that all financial consultants and employees have the resources needed to be safer and more secure online. As we all know, technology and the use of the internet via our smart phones, tablets, laptops and computers along with the ability to leverage the cloud on just about every conceivable device has created both an enormous amount of efficiency and scale, but also a significant amount of risk. From phishing and ransomware attacks to identity theft and impersonation scams, there is rarely a day that goes by where we do not see the details of cybercrime and the painful impacts it can have on individuals and companies. The protection and privacy of all financial consultants, employees and client information is critical to a strong reputation and continued business success, but for many of us, it can be a little intimidating.

Protecting Yourself

In the last several years, LPL has created a number of ways we can leverage their training, tools and communications on a variety of cybersecurity topics to assist everyone as they strive to provide as much security as possible to systems, applications and data. A great place to start is at the Advisor Information Security page in the Resource Center in ClientWorks. Here you can find:  

  • Webinars on the latest cybersecurity news
  • Details on trending incidents
  • Best practices for protecting yourself and clients
  • Technology alerts and policy updates
  • Client handouts and letters
  • Videos on quick security tips
  • A number of additional resources from self-assessments to incident response plans

Please take some time to visit the page and leverage some of the valuable content that has been provided by LPL to keep yourself and your business protected.


To learn more about LPL’s cybersecurity tools and resources available, or if you have any questions on concerns, please reach out to LPL’s Security team at Security.Mailbox@lplfinancial.com or (800) 877-7210 x162001.

Steve Lank, Partner & President

Steve Lank, Partner & President

There is rarely a day that goes by where we do not see the details of cybercrime and the painful impacts it can have on individuals and companies.

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