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 ...

Client Intelligence analyzes client emails and other sources to predict client needs and provide automated outreach.

A server security lapse has exposed a massive database of customer information belonging to Rubrik, an IT security and cloud data management giant. The company pulled the server offline Tuesday within ...

ZURICH, June 18 (Reuters) - Swiss banks UBS (UBSG.S), opens new tab and Pictet said on Wednesday they had suffered a data leak due to a cyber attack on a provider in Switzerland that did not ...

Cartier, the luxury jewelry brand, had its website hacked and some client data stolen, it told customers in an email, Reuters reported on Wednesday. The email stated that "an unauthorized party gained ...

Takeaway: Law firms, which are regularly tasked with storing large amounts of confidential client information, have become frequent targets for cybercriminals, who in recent years have hacked law ...

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 ...

(Bloomberg) -- Waratah Capital Advisors Ltd., a Canadian hedge fund, is investigating a cybersecurity breach that may have exposed sensitive client information, including names, social insurance ...