Using integrations to build an independent firm

Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…

New scams, new weapons from the IRS to fight client ID theft

The Internal Revenue Service and its Security Summit partners are renewing warnings to tax professionals about…

How to buy peace of mind with cybersecurity tech: Show Me Your Stack

Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…

SEC withdraws AI, cybersecurity rules for advisors

The SEC is dropping a slew of proposals that would have heightened advisors’ responsibilities for cybersecurity,…