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 ...

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 ...

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 ...

Automated tools and techniques now play a big part in audit and tax compliance services and have increased the use of client data by accounting firms. However, while tools such as data analytics and ...

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 ...

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

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 ...

Indie data-driven media agency D3 has expanded its leadership team with three senior appointments. Torsten Stolt has joined ...