The attack doesn't target your custodian. It targets your laptop.
Most security guidance for advisory practices is a compliance checklist with no explanation behind it. This is the explanation — a single realistic case, walked through one decision at a time.
Irreversible
once the wire leaves
A recall can be attempted, but it depends on the receiving bank and on speed. Frequently it fails, and the money is simply gone.
Fiduciary
duty extends to data
Acting in a client’s best interest includes taking reasonable care of the client information your practice holds.
Reg S-P
incident response required
SEC rules require covered firms to maintain written policies for responding to unauthorized access to customer information, including client notification.
Mark's Thursday
An interactive case study for independent advisors and small RIA owners. One practice, one email, and a client's $250,000 house closing. Takes 5–7 minutes and ends with a risk score for your own practice.
Open the case study in a full window → Better on a phone, and easier to share with your team.
Nothing in that story required breaching the custodian.
The attacker used a real account, a real email thread, and a real relationship. Every authentication check passed, because every one of them legitimately should have.
What catches an attack like that is not a longer list of blocked threats. It is something that knows what normal looks like for your practice, and says so the same night when normal stops.