Articles

Articles by Erin Hines

Flat illustration of a cyber insurance application on a clipboard, with a magnifying glass over one security control checkbox
16 October 2026

Cyber Insurance Requirements Checklist: 12 Controls

Review 12 cyber insurance control areas, evidence to prepare, and a 90-day renewal plan. Check insurer-specific requirements with your broker.

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Open filing cabinet of client tax-return folders with a laptop and external backup drive on top, showing paper and electronic customer records together
15 October 2026

FTC Safeguards Rule for CPA Firms: What Compliance Takes

Learn when the FTC Safeguards Rule applies to CPA firms, what the 5,000-consumer exception changes, and how to organize controls and evidence.

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A wire transfer request form waits unsigned while the phone is off the hook for a verification callback, with a red flag marking the bank details field
14 October 2026

Wire Fraud Prevention for Financial Advisors: Playbook

Reduce wire-fraud risk at your advisory firm with callback checks, dual approval, email security, and a clear response plan for suspicious transfers.

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