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, ...

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, ...

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 ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

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 ...

The wealth management industry has become a data-driven business. From client segmentation to behavioral analytics, firms now capture and analyze more information than ever before. This creates new ...

People trust their accountants with a lot of sensitive data, with the understanding that their private information will only be used for a specific authorized purpose. However as time goes on and data ...

Technology should make an advisor’s life easier, but too often, fragmented systems and disconnected platforms create more challenges than solutions. Join Reed Colley, President of Orion Advisor Tech, ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

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 ...

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

PHOENIX--(BUSINESS WIRE)--Edgio, the platform of choice for security, speed and simplicity at the edge, today announced the release of its Client-Side Protection solution. Designed to monitor scripts ...