The wealth management giant, with $323 billion AUM, said the incident exposed personal and financial planning data.

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, ...

To learn more about Hurree v17, please visit: Hurree V17.

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 ...

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

For accounting firms, the evolution in cyber threats is more than a wake-up call, it's a risk to client trust, compliance ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

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 ...