Updated Wednesday, July 23, 2014 as of 8:17 PM ET
Practice - Practice Management
Less-Risky Business: Protecting your Financial Planning Firm from Fraud
Monday, October 1, 2012
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How exposed is your firm? I spoke recently with the manager of a large financial company about working together. "Let me run this by our at-risk team to see if this project is doable,'' the manager said. She explained that every new project that involves their security environment is analyzed to determine where their vulnerabilities might be. This is particularly important with projects involving software and Internet security. "Truthfully,'' she added, "there really isn't much of anything we do that does not involve our security environment."

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