Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

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 ...

A customer data platform (CDP) collects data from online and off-line sources and standardizes it to create comprehensive customer profiles. Then, these profiles are used to build campaigns and ...

When clients trust advisors to invest their money, they are also trusting them to protect their data and privacy.

The HR tech giant said it had no indication of any unauthorized access to customer systems, but has not ruled out a breach ...

Surprisingly, there are few laws that prohibit you from selling clients' data.

Customer Data Management (CDM) is defined as an enterprise process by which customer data is gathered, stored, updated, accessed and analyzed.

With the rapid increase in online transactions and global supply chain networks, ensuring that customer data remains safe is more important than ever. This article explores how businesses can take ...