3 mobile security best practices for la investment advisors (slideshare)

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3 Mobile Security Best Practices for LA Investment Advisors Courtesy of FPA Technology Services, Inc. http:// www.TechGuideforLAInvestmentAdvisors.com

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Page 1: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

3 Mobile Security Best Practices

for LA Investment Advisors

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Page 2: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

This article presents three

mobile security best practices

that will reduce the likelihood

of a portable device being

compromised,

Page 3: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

allowing investment advisors

to assist clients remotely

while still allowing your

Chief Compliance Officer

to sleep at night

Page 4: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

1. Enable Remote Wipe

Page 5: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Remote wipe is a powerful

security feature that enables

a device owner or network

administrator to send a

command that will delete

stored data

Page 6: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Devices that have been

rooted, jailbroken, or have

a non-manufacturer ROM-base

may not respond to wipe

commands,

Page 7: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

so advisors using their own

phones should verify that

nothing has been altered

contrary to manufacturer

guidelines

Page 8: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

2. Only Install Apps from

Approved / Trusted Sources

Page 9: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

This one is especially important

if a financial advisory firm

has a BYOD policy

Page 10: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Employees should only shop

for apps at reputable online

stores,

Page 11: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

and avoid anything from

unknown sources

Page 12: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Even when the app

has acceptable origins,

read its privacy policy

thoroughly before installing

Page 13: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

3. Turn Off Wi-Fi and Bluetooth

When Not In Use

Page 14: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Advisors should turn off their

transmitter for both signals

Page 15: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

If they are traveling and

do not need a data-heavy

connection for streaming video

and program downloads,

Page 16: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

they should rely on their

phone or tablet’s data plan

connection for casual surfing

Page 17: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Bottom Line

Page 18: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Developing a set of

mobile security best practices

will also ensure

Page 19: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

that information stored

on company- or employee-

owned devices is kept safe

from prying eyes

Page 20: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

What mobile security

best practices has your firm

adopted?

Page 21: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Have they been successful

so far?

Page 22: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments box below

Page 23: 3 Mobile Security Best Practices for LA Investment Advisors  (SlideShare)

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