Helping advice firms stay safe online
Advice firms handle sensitive client information every day, making security and resilience critical to long-term success. Whether you're reviewing your processes, managing evolving risks or looking to strengthen your firm's defences, you'll find expert commentary, practical tips and useful resources here to help keep your business and clients protected.
Articles of interests
The evolution of AI: Why staying secure matters more than ever - 3-minute read
The silent threat of social engineering - 3 minute read
Unmask the threat – how to spot scams that compromise Multi-Factor Authentication - 2 minute read
AI and Cybersecurity – understanding the potential security risks - 2 minute read
Katie Beecroft, Fidelity's Risk and Security expert, provides an outline of some of the cyber threats that you might encounter. She gives a few tips to help you improve your cyber hygiene and protect your digital footprint.
For business owners and practice managers
Fidelity: how we protect you and your clients
At Fidelity we are committed to keep your data and clients safe with continuous strategic investments in cybersecurity and fraud prevention.
The 12 security-related questions firms should ask their platform partner
Ensuring your clients' data and assets are safe should be a top priority for your platform partner. Our checklist is designed to support the due diligence process.
10 steps to protect your business from a cyber attack
Cyber attacks are becoming increasingly common and can have a big effect on a business. You can boost your protection by taking some effective and affordable steps.
For practitioners and clients
Do your passwords pass the password test?
Safeguarding your devices with strong passwords is of the utmost importance. Check to see if your passwords follow best practice.
Six simple steps to protect your inbox
‘Email takeover’ is a very common feature of financial fraud and criminals are targeting advice firms and their clients. Find out how you can secure your inbox.
Six ways to spot a phishing attack
Phishing is an attempt to gather personal information or to compromise technology for the purpose of financial gain or malicious activities.
Email takeover: the risk to advice firms
Examples of how fraudsters use email‑based scams to deceive advisers and clients, highlighting the importance of strong security practices to prevent financial loss.
Protecting your firm from financial fraud
Advisory firms can be particularly susceptible to being targeted by criminals. It’s therefore vital that firms take sufficient steps to reduce the risk and protect client accounts.
Helping your clients stay cyber safe at home, online and on the move
The best way to ensure we stay safe online is to be aware of the threats and know how to counter them. To aid your client discussions, we've put together a short guide.
Guides to share with your clients
- Cybersecurity for everyone. Help and advice for staying safe at home, at work, online and on the move.
- Fresh start Take a new look at your online identity and reclaim ownership of your personal privacy.
- Digital keys Passwords, passkeys and the future of securing your identity.
- Securing your home Living in a digital environment means being aware of cybersecurity at home.
Keep up to date with the latest threats
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Don’t believe everything you see or hear! Understand the tell-tale signs that could help you identify a deepfake.
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