Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Customer data from the failed exchange Zondacrypto, one of the largest in Poland and the region, has reportedly ended up on ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...

The wealth management industry has become a data-driven business. From client segmentation to behavioral analytics, firms now capture and analyze more information than ever before. This creates new ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

People trust their accountants with a lot of sensitive data, with the understanding that their private information will only be used for a specific authorized purpose. However as time goes on and data ...

Secretary of the Commonwealth of Massachusetts William Galvin on Monday said his office had issued a $1.25 million fine ...

PHOENIX--(BUSINESS WIRE)--Edgio, the platform of choice for security, speed and simplicity at the edge, today announced the release of its Client-Side Protection solution. Designed to monitor scripts ...

OneDigital Investment Advisors, the Overland Park, Kan.-based advice division of the insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans ...