Salesforce Inc. told customers Tuesday that it won’t pay a ransom demand from a hacker who claimed to have stolen a large amount of client data and threatened to publish it, according to an email seen ...

PARIS -Hackers have stolen the private details of potentially millions of customers from luxury brands Gucci, Balenciaga and Alexander McQueen in an attack on the labels' French parent company Kering, ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance numbers, financial details including account numbers, government IDs provided ...

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 ...

On top of that, 43% admitted they had shared sensitive documentation in their conversations with AI tools, including company financial data and client data. The numbers show that while the use of AI ...

Information hacking has been a big topic of discussion in the national news in recent months. With all the financial information that is shared during tax time, keeping your clients’ data secure is a ...

Data ownership is emerging as a hot topic in the financial advice industry, as firms and advisers grapple with how to harness the right kind of data to provide more insightful financial planning. With ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Word-of-mouth and repeat business remain critical; 35% of contractors attribute revenue to repeat clients, while 26% cite referrals. With market uncertainty looming, contractors are turning inward to ...

ZwillGen's Andrew Eichen examines how workplace email and social media precedents might guide judges facing novel legal ...