PA360: Advice firms 'brush over' data integrity fundamentals

‘Your business and your people are under attack constantly’

Isabel Baxter
clock • 1 min read

Advice firms are ‘brushing over' the fundamentals including the integrity of the data they hold, delegates heard.

Speaking at PA360, Morgan Williams IFA Daniel Williams spoke on the practical steps advice firms can take to protect their business from cyber-attacks. "Your business and your people are under attack constantly," Williams warned. It is vital that advisers can understand the seriousness of the cybercrime landscape, he added. "If you don't have that client record then you don't have a business." Williams said that the financial advice industry does a good job at putting clients first, but it "brushes over the fundamentals" including the integrity of the data that they hold. Art...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read
'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read