Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

Without the proper data protections, a thief has potential access to sensitive information, such as corporate financial data, word documents, and private client information stored on such mobile ...

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 ...

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 ...

Law firms aren't just expected to protect their clients' sensitive information—they have a legal and moral duty to do so. Before the COVID-19 pandemic, when permanent in-office working was the norm, ...

Practical Approaches to Digital Sovereignty in Google Workspace madhav Thu, 01/22/2026 - 04:35 In today’s rapidly evolving digital landscape, data privacy and sovereignty have become top priorities ...

DURHAM, N.C., Feb. 07, 2019 /PRNewswire-PRWeb/ -- Automated Insights, the leading natural language generation provider for business intelligence, announces the issuance of their first System and ...

As law firm continuously compile, process, and store more of their customers’ data, issues like data security and data privacy move to the forefront. New technological advances and the increasing ...

The Connecticut Auditors of Public Accounts have issued a report critical of the the state’s official health insurance exchange marketplace, including over a breach of security of clients’ personally ...

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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.