Data security

When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.

The IRS is warning tax professionals about a host of new and resurgent fraud schemes.

With a geographically spread-out workforce, Nate Byers of Calculated Wealth recognized the need to invest in defensive measures to keep client data safe.

The industry watchdog is walking away from more than a dozen regulatory reforms that had drawn staunch opposition from advisors and industry groups.

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.

Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to measure a vendor's data security.

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.