Cybersecurity, compliance, Microsoft 365 and what AI means for the small brokerage — in plain English.
October 16, 2026 · Travis Lewis · 7 min read
For twenty years the math behind managed IT barely changed: you paid per user, per month, for people answering tickets. In 2026 AI agents do much of that work. Here's what that should mean for a small brokerage's IT bill — and the five questions to ask your provider.