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, ...

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 ...

Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...

As a longtime investment advisor, I have never walked into my office and thought, “Finding clients is so easy.” Our industry is competitive, and clients are difficult both to engage and to retain. A ...

NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Aiviq, a leading cloud-based client data platform SaaS provider for the global asset management industry, today announced the official launch of its ...

Law firms aren't just expected to protect their clients' sensitive information—they have a legal and moral duty to do so. Before the COVID-19 pandemic, when permanent in-office working was the norm, ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Automation and AI have given us tools to reduce (often drastically) the time we spend on more tedious PPC tasks. That means as agency partners, we need to shift toward acting more as consultants for ...

A security lapse saw Proskauer Rose, an international law firm headquartered in New York City, expose sensitive client data for more than six months, TechCrunch has learned. A person with knowledge of ...

Chanel Inc. informed its customers Friday morning about a data security breach at the U.S. company. In a letter to clients, Chanel said that on July 25, Chanel became aware of a security incident ...

SitusAMC, a company that provides back-end services for top banks and lenders, disclosed on Saturday a data breach it had discovered earlier this month that impacted customer data.