Every four years, Heron Financial Group completely tears down and rebuilds its technology platform.One big focus: A review of how every vendor handles clients’ private data, says David Edwards, head of the New York-based advisory firm.Read More
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Financial regulators are increasingly zoning in on brokerages' vulnerability to computer hackers, a focus likely to hit smaller financial services firms especially hard as they try to convince examiners that their safeguards are up to snuff.Read More
A consistent rise in the number of cybersecurity breaches taking place in the investment industry has many financial advisors asking if they are doing all they can to keep their firms safe from risk.Read More