Financial Insight: Take Extra Steps in Transactions to Minimize and Prevent Fraud
Technology has made financial transactions convenient for the busy lives we lead, but it also leaves us open to cyber theft and fraud. While you may be up to par on your security, you should not assume that all the people you do business with are.
Money Talks – March 11, 2017 Interview with Cyber Security Expert Michelle Thetford
This week on “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, CVA, interview cyber security expert Michelle Thetford, Vice President Client Strategic Solutions for Schwab’s Advisor Services business. Michelle discusses how Schwab protects its clients from online theft and fraud, and provides steps individuals can take to reduce their chances of being a victim. Michelle also shares several stories of significant fraud cases and how they were eventually discovered and resolved.