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

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 ...

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, ...

ADT confirmed a data breach exposing customer names, addresses, phone numbers, and partial SSNs, with millions of records ...

The office of the Maine attorney general reported this week that LPL Financial, with more than 32,000 financial advisors, ...

Agentic AI tools present the possibility of substantial efficiency gains for legal teams, but the risks they pose require ...

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 ...

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 ...

A customer data platform (CDP) collects data from online and off-line sources and standardizes it to create comprehensive customer profiles. Then, these profiles are used to build campaigns and ...

Vimeo has confirmed that hackers have stolen user and customer data following an attack involving a third-party vendor.