FPI Market Hotline
  • HOME
  • ABOUT
  • WHAT WE DO
  • FOR ADVISORS
  • FOR INVESTORS
  • WEEKLY UPDATE
  • CONTACT US
Select Page

How to protect your advisory firm from ransomware

by Jeffrey Ingalsbe | Mar 19, 2018 | Cybersecurity Tips for Advisors

Imagine: You’re in an important meeting with clients, and you’re trying to pull up their files. Suddenly, you’re met with a menacing pop-up. “Your files have been encrypted,” the pop-up says. “For the decryption key, send $5,000 to account 00015 on Bitcoin before the...

Part 4: How to identify and manage your advisory firm’s cybersecurity risk

by Jeffrey Ingalsbe | Jan 26, 2018 | Cybersecurity Tips for Advisors

Now that you understand why you need a cybersecurity strategy how to create your cybersecurity policy, and how to create and manage your firm’s inventory, let’s explore the third step you can take to jump-start your cybersecurity strategy: identifying and creating a...

Part 3: How to manage your advisory firm’s inventory of essentials

by Jeffrey Ingalsbe | Jan 26, 2018 | Cybersecurity Tips for Advisors

Now that you understand why you need a cybersecurity strategy and how to begin creating your cybersecurity policy, let’s explore the second step you can take to jump-start your cybersecurity program: creating a process to manage your advisory firm’s inventory of...

Part 1: Is your advisory firm actively strengthening your cyber defenses?

by Jeffrey Ingalsbe | Jan 26, 2018 | Cybersecurity Tips for Advisors

What’s your cybersecurity strategy? If a hacker set his or her sights on your advisory firm right now, would you be prepared? According to a recent CNBC article, less than half of the businesses in the U.S. are equipped to handle cyberattacks. As a result, cybercrime...

Part 2: How to create a cybersecurity policy for your advisory firm

by Jeffrey Ingalsbe | Jan 26, 2018 | Cybersecurity Tips for Advisors

The first article of our “Cybersecurity for financial advisors” series explained why having a solid cybersecurity strategy is crucial for today’s financial advisor and introduced the National Institute of Standards and Technology’s (NIST) Cybersecurity Framework...

Cybersecurity Tip: Hurricane season phishing scams

by Jeffrey Ingalsbe | Sep 12, 2017 | Cybersecurity Tips for Advisors

As the peak of the 2017 hurricane season approaches, please be watchful for fraudsters targeting both disaster victims and potential donors. You should exercise caution when handling emails that relate to recent hurricanes, even if those emails appear to originate...
« Older Entries
January 2021
S M T W T F S
 12
3456789
10111213141516
17181920212223
24252627282930
31  
« Oct    
Subscribe

Categories

  • Active Management Market Update
  • Cybersecurity Tips for Advisors
  • ETF Blog
  • Gold Nugget
  • In My Opinion
  • Market Update
  • Quantified Funds
  • The Gold Bullion Strategy Fund
  • What's Happening at FPI

To our In My Opinion readers:

Everything in the newsletter pertains to strategies available on our Strategic Solutions platform at E*Trade Advisor Services. The same strategies are implemented on many other products: mutual funds, variable annuity, variable life and retirement platforms. Therefore, we expect the strategic discussion may be of interest to you. Note, however, that since these products have their own subaccount and fund universes and different internal expenses, the results and trading of the same strategy on other platforms may differ substantially from those described herein.


In My Opinion - Managed Retirement Plan Participants:

Most of you are managed using Lifetime Evolution and our sub-advised funds, so those topics will be most applicable to your account. But, more and more of you are in plans using Market Leaders. If so, that newsletter section may interest you.

Disclosures
About
  • History
  • Executive team
  • Message from the president
  • Press Room
  • Community outreach
What we do
  • Dynamic risk-managed investing
  • Strategic diversification
  • Managing investor expectations
  • Methodology
  • Research team
For advisors
  • Build your practice
  • Helping your clients
  • Strategies
  • Where we manage
  • Fund holdings
  • Partner with us
For investors
  • OnTarget Investing
Client Relationship Summary (CRS) | ADV Part 2A - Wrap Brochure | ADV Part 2A - Firm Brochure | Disclosures/Privacy Policy | Terms & Conditions

3883 Telegraph Road, Suite 100 Bloomfield Hills, MI 48302 Phone: (248) 642-6640 | Toll Free: (800) 347-3539 | Fax: (248) 642-6741 Copyright 2019 Flexible Plan Investments, Ltd