Cyber security
Cyber security
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The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.
December 19 -
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.
October 29 -
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.
October 22 -
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.
July 31 -
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.
June 13 -
Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.
June 4 -
The Internal Revenue Service urged tax professionals to steer clear of so-called "spearphishing" scams from cybercriminals, including identity thieves posing as new clients.
April 9 -
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.
December 17 -
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Clients — and financial advisors — should ask these three questions when asked to divulge their Social Security number.
August 18 -
The Securities and Exchange Commission approved new rules that would require entities to disclose material cybersecurity incidents.
July 26 -
Cryptocurrency fraud losses nearly doubled last year in this country, a marked contrast with the rest of the world, where they actually fell by around half.
July 18 -
As cyber attacks continue to trend upward, industry experts explain that a strong digital defense starts with asking the right questions. And then asking them again.
July 5 -
Firewall, antivirus software and backup, once the cutting-edge elements of a cyberstack, are now the lowest common denominator of protection.
May 30 -
The group behind the ongoing campaign allegedly has the support of a hosting provider that's complicit in helping spin-up new scam websites.
March 21 -
Financial services firms are focusing on essential risk-related priorities, but must not lose sight of the importance of innovative technologies that drive business forward.
February 27 -
In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.
February 23 -
Cybersecurity company Cyberarkan used the AI-driven text generator to create a new strain of malware capable of bypassing traditional controls.
January 20 -
From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.
January 2 -
Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.
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