Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 ...

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, ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

Working with clients to collect their own data ranks as the third most common firm-level challenge in Nextpoint's 2026 ...

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client experiences ...

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 ...

In this installment of our continuing series on e-discovery basics, we address the importance of developing a thorough understanding of client data and planning for discovery before litigation starts.

Brainlabs reports that first-party data is key for AI SEO, enabling brands to create unique, data-driven content that stands out in a saturated market.

As AI continues to reshape the business technology landscape, one thing remains unchanged: Customer data is the fuel that fires business engines in the drive for value and growth. Thanks to a new ...

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 ...

Data privacy regulations aren’t known for being light reading. That doesn’t make it easy for businesses to become compliant. When one law refers to data subjects, another to residents, another to ...