The interest in security among independent advisors seemed to have ratcheted up. Perhaps it's because major custodians have acted to heighten advisor awareness of attacks, or it could be increased media coverage of Chinese hackers targeting U.S. websites - but either way, it was one of the key questions for attendees at February's Technology Tools for Today conference.

Of course, the people who descended on Miami for the event, sponsored by my firm, had countless individual interests and concerns. But over the course of all the sessions, security was one of three issues that drew wide interest, making it worth a deeper look (along with custodian-assisted technology and Windows 8 usage).

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