Elevating firm-wide decision making through better data hygiene, structure and activation will make all the difference in ...

Presenting a clear, presentable plan to clients starts with understanding the context and framework of their goal. Giving clients useful information that is relevant to their plan may still not ...

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, ...

As UHNW and HNW clients demand real-time, predictive and globally consolidated wealth oversight, Azimut Investment Management ...

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 ...

ESG Steps into the Spotlight Asset Managers and the Need for First-Class ESG Data Climate Data: Complex, Confusing, Challenging A Better Way with Morningstar Ready to See for Yourself? Selecting an ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

The rules of engagement of law firms for many companies, known as Outside Counsel Guidelines (OCGs), are appropriate and helpful in most situations. The guidelines set forth the expectations of the ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

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 ...

Multiple class actions over the SitusAMC data breach have been merged in federal court, with claims of exposed client data.