Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.

The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.

After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.

The industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.

Meager security budgets, flammable family dynamics and set-in-their-ways employees can put assets, and sometimes the safety of family members themselves, at risk.

The Corporate Transparency Act, ostensibly meant to address scams and other crimes, has ironically opened the door to new kinds of scams directed at small-business owners.

Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.

The Internal Revenue Service urged tax professionals to steer clear of so-called "spearphishing" scams from cybercriminals, including identity thieves posing as new clients.

From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.