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, ...

Libretto, the "total wealth" advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

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 ...

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 ...

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 ...

ZURICH (Reuters) -Swiss banks UBS and Pictet said on Wednesday they had suffered a data leak due to a cyber attack on a provider in Switzerland that did not compromise client information, although a ...

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 ...

The lawsuit claims ShinyHunters, a prominent cybercrime group behind breaches at other wealth firms, exposed personal ...

Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...

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 ...