Cybersecurity
Get the latest news and insights on cybersecurity regulations affecting financial advisors, broker-dealers, RIAs and others in the financial services industry.
Schwab Requires Credential Reset for Some Clients
By John ManganaroCertain customers who provided login access to third-party data vendors were asked for updates, a spokesperson confirms.
September 12, 2025
Best & Worst Retirement Plan Digital Providers: J.D. Power, 2025A study finds that that 62% of retirement plan users say security is more important than convenience.
August 14, 2025
Firm Hit by MOVEit Data Breach May Settle for $8.5MThat will cover 1.2 million affected people and could hint at what's ahead for people in other litigation classes.
July 28, 2025
Allianz Life Breach May Affect Majority of Company's 1.4M CustomersThe life and annuity issuer believes the attacker used trickery to get into a cloud-based customer information database.
July 02, 2025
Criminals Are Creating Fake Medicare.gov Accounts: CMSBad actors could have used the accounts to get up to 103,000 clients' mailing addresses and diagnoses, officials said.
April 04, 2025
FPA Rolls Out Cybersecurity CertificateThe program, which offers CE credit, aims to help financial planners safeguard their practices and clients.
March 06, 2025
The IRS Dirty Dozen: Beware of These 12 Tax Scams in 2025From texting scams to fake tax credits, there's a lot for advisors and clients to watch out for.
February 28, 2025
Citi Erroneously Credited $81 Trillion to Client Account: ReportThe bank made the error, which it fixed, when trying to transfer $280, according to the Financial Times.