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

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 ...

(Bloomberg) -- The new staffer was supposed to help Toronto-Dominion Bank spot money laundering from an outpost in New York. She instead used her access to bank data to distribute customer details to ...

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 ...

We’ve previously written on the need for law firms to scrutinize the data security protections in place at all third-party vendors who have access to client confidential information. Clearly, that’s ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

RICHARDSON, Texas & BOISE, Idaho--(BUSINESS WIRE)--InterGen Data, Inc., a leading provider of predictive Life Event Data and analysis, has signed TruVise.ai “TruVise” as a new client. TruVise will ...

New York, NY, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior ...

The Direct Advisory Suite platform and ByAllAccounts, by working together, eliminated the fragmented user experience. Morningstar's Maeve Doonan, SVP of Business Development, knows the value of ...

On April 8, 2025, the United States Department of Justice’s (DOJ) National Security Division’s (NSD) final rule (Final Rule) 1 regulating certain sensitive US data transfers took effect. DOJ has made ...