OneDigital reports a data breach involving Salesforce and Drift, exposing sensitive client data, including Social Security ...

Hackers are demanding a ransom to stop the release of videos leaked from internal systems showing client data from two ...

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 ...

Kraken’s chief security officer said that the company would not be negotiating with a criminal group threatening to release ...

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 ...

The firm said a criminal group is attempting to extort it over limited insider-related data access incidents affecting about ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

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 ...

Consulting engineers and other AEC firms have always had to deliver services far beyond design, but today’s data-driven projects are giving them fresh opportunities to turn client data into something ...

For almost as long as there has been advisor technology, the persistent problem has been client data living in multiple systems. In the early days when software was housed on floppy disk drives, CDs, ...