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 ...

As TPB enforcement of AI guidelines tightens, one question is keeping Australian accounting firms up at night: do your client permissions cover how you're actually using AI?

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. As a real-estate ...

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 ...

Access to reliable financial data is an essential part of an advisory firm’s operations. Accurate information helps you make smart investment decisions, ensure regulatory compliance, and fulfill your ...