Tech outlet Wired is at the center of a potential data breach after a lone hacker claimed to have breached Condé Nast and is ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

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, ...

The current CRM scene keeps advancing at a rapid pace, with innovative companies now leaning toward options combining ...

Converting Customer Engagement Data Into Seller Insights That Inform Decisions, Actions, And Conversations At The "Moments That Matter" Digitally enabled customers are putting a premium on speed, ...

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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Privacy-first approach. Prioritizing privacy-first practices and compliance with privacy regulations creates consumer trust and enables better, more ethical data use ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

Charles Schwab is taking one of its former reps to court, accusing him of being a “disloyal employee” who allegedly departed wielding trade secrets on thousands of Schwab clients. Schwab filed a ...