Articles
The Power of PDFs in an Adviser Practice
Nearly all financial advisors interact with PDF files regularly, but the “PDF IQ” of advisors varies greatly. Most advisors are aware that PDF is an abbreviation for “portable document format” and that PDF files often play a major role in the paperless office.
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Author: Philip Calvert
Posted: Friday, November 21, 2008 | 3:55:16 PM

Comments
When you press print on your document, you chose CutePDF as your printer and then save the doc as a PDF.
I use this all the time!
However, it can be a concern sending financial documents without any encryption over the internet.
I don't think that the disclaimer at the bottom of our e-mail quite covers our responsibility to protect personal data.
Anyone use any form of e-mail or file encryption that clients can easily use?
Brian