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, ...

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Key Takeaways AI helps businesses quickly and clearly understand customer data.It predicts what customers may do next, ...

Data and Analytics (D&A) is deriving insights using data to proactively measure business performance and improve decision-making. Today D&A is increasingly considered the next frontier for innovation ...

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 ...

WPP disclosed more than $9 billion in clients’ spending data as part of a legal dispute with a former executive who claims he ...

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 ...

WPP, one of the world’s biggest advertising agencies, reportedly disclosed a stunning trove of apparently confidential client data in an attempt to defend itself against accusations of operating ...