A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

Financial advice firms are embracing data. Once simply the information you were required to hold about your clients in a back office file somewhere, today it drives business insights, supports ...

NTT DATA, a global leader in AI, digital business and technology services, today announced the evolution of its Global Data Centers sales and client services model as the business continues to scale ...

In service-based organizations, the client document experience is not just a back-office process. It shapes how clients perceive professionalism, competence and reliability. Onboarding, client service ...

Git isn't hard to learn, and when you combine Git and GitHub, you've just made the learning process significantly easier. This two-hour Git and GitHub video tutorial shows you how to get started with ...

Add Fidelity Brokerage Services to the list of big firms that have recently faced cyberattacks by bad actors in order to glean clients’ private information, this time including passport and driver’s ...

OneDigital Investment Advisors, the Overland Park, Kan.-based advice division of the insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans ...

A data breach last month has landed Mercer Advisors in court with a putative class-action suit that contends the prolific RIA acquirer failed to adequately protect private client data. Processing ...

A Mercer Advisors client is claiming the firm’s data protection services fell short in keeping customer information safe from a coordinated data breach by an infamous cybercrime network. According to ...

A recent data breach at Edelman Financial Engines is adding to a growing list of cybersecurity attacks on financial advisors that culminated a week ago when hackers threatened to expose millions of ...

WPP, one of the world’s biggest advertising agencies, disclosed a stunning trove of apparently confidential client data in an attempt to defend itself against accusations of operating self-enriching ...

Lawsuits are stacking up in federal court against Edward Jones, alleging the firm violated privacy laws by sharing clients' private information for use in targeted ads by LinkedIn, Google and Meta.