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 ...

Opensend, the leader in customer identification and data enrichment, today announced its acquisition of Fueled.io, a pioneer in first-party data activation for e-commerce brands. The combined company ...

Forward-thinking CX leaders are shifting from dashboard overload to signal design — elevating emotional and behavioral indicators before churn ever appears.

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 ...

Data privacy regulations aren’t known for being light reading. That doesn’t make it easy for businesses to become compliant. When one law refers to data subjects, another to residents, another to ...

FYI, the leading cloud platform for accountants in practice, has announced the launch of Forms – a powerful new feature that brings fully integrated ...

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

Ignorance really was the way to achieve bliss Who, Me? Welcome to another working week, and another installment of "Who, Me?" – a weekly reader-contributed column that unearths your errors and reveals ...