Charles Schwab is taking one of its former reps to court, accusing him of being a “disloyal employee” who allegedly departed wielding trade secrets on thousands of Schwab clients. Schwab filed a ...

Elevating firm-wide decision making through better data hygiene, structure and activation will make all the difference in ...

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 ...

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 ...

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 ...

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 ...

Most of the CMO/CBDOs I meet bemoan the quality of their client data. In a recent ClientsFIRST survey of the legal industry, firms rated themselves an average of 6 out of 10 on data quality. “Our CRM ...

As legal practices increasingly adopt generative AI (GenAI) technologies, protecting attorney-client privilege and client confidentiality has become a pressing concern. Recent data reveals that 81% of ...

Over the last weeks and months, a number of cryptocurrency companies, large and small, have fallen victim to data leaks from marketing service providers. The recent data breach suffered by HubSpot is ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...