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Summary: From all sides, independent advisers are told that, to stay current, they must integrate the latest technology tools into their practice. They hear regular warnings, too, about cybertheft schemes and protecting their businesses against malicious electronic attacks.
 “We’ve told vendors, 'We can’t work with you anymore because we’re not confident our data is secure. They don’t like it, but there it is. We’re fiduciaries. That means protecting your client against every threat.”David Edwards, Heron Financial Group.
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