Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

Naveed Anwar, Citi’s global head of Platforms and Data Services, discusses enhancing client experience in a real-time ...

Uncover the critical search indexing issue many SEOs overlook, the accidental exposure of client data on Google, and what to do about it.

Additionally, on a more human level, gathering this information in the beginning will lead to stronger advisor-client relationships down the road.

The confidentiality of client data is paramount. Yet traditional methods of data acquisition expose many weaknesses in protecting that data. From emailing of files, through to the duplication of the ...

Who owns a client’s financial data? This question came up at a roundtable I hosted at the recent T3 Enterprise conference. The subsequent conversation demonstrated that the answer may be more ...

Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

Beyond the privacy concerns around exposing confidential client data, public-facing AI tools like ChatGPT or Gemini are built for generic usage and lack the sophistication required for complex ...

With the right mindset and appropriate processes in place, data can take its rightful place as an important linchpin between strategic planning and effective management.