The wealth management giant, with $323 billion AUM, said the incident exposed personal and financial planning data.

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, ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

Data and Analytics (D&A) is deriving insights using data to proactively measure business performance and improve decision-making. Today D&A is increasingly considered the next frontier for innovation ...

WPP, one of the world’s biggest advertising agencies, disclosed a stunning trove of apparently confidential client data in an ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

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 ...

WPP disclosed more than $9 billion in clients’ spending data as part of a legal dispute with a former executive who claims he ...

The thick client is making a comeback. Here’s how next-generation local databases like PGlite and RxDB are bringing ...