50 - What's Risk Got To Do With It?
TRAP: The Real Adviser Podcast
Cybersecurity in Financial Planning
This chapter explores a speaker's firsthand experience with a cyber hacking attempt on their firm, underscoring the critical need for cybersecurity within financial planning businesses. It also examines the impact of industry mergers and acquisitions, particularly in the wealth management sector, emphasizing compliance and service quality amid evolving market challenges.
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