Don’t Let Imposters Part You From Your Money
“A wolf in sheep’s clothing.” “The great pretender.” “Trojan horse.” These well-known phrases have worked their way into our lexicon, proving that imposters have lurked…
John Convery
Chief Operating Officer, Partner
From protecting client assets to monitoring fraud online, COO John Convery writes on the latest in technology and practice management. John counts author Mark Tibergien, one of Investment Advisor’s 25 most influential financial services experts, on his most-admired list.
Keeping You Safe From Fraudsters
Last month, we wrote about steps you can take to protect yourself from identity theft. This month, we share how we keep your information secure and what to do if you fall victim to identity theft.
How to Protect Yourself from Identity Theft
Cybersecurity is a growing concern, with fraudsters becoming more creative and successful each day. Thankfully, there are several things you can do to protect your identity and limit potential for harm.
Eight Tips to Outsmart Hackers
Phishing has been around for more than 20 years now, and it’s not about to go anywhere soon. Human error remains the number one cause of security breaches—but there are steps you can take to protect your assets.
How We Protect Client Assets
Since the unfortunate Equifax breach in September, we’ve received many inquiries about how Vista protects client assets. In this post, we explain how Charles Schwab and Vista keep your money safe—and how you can help.