A client database can be more than just a list of customers' names, titles and contact information. Using a variety of codes and headings, you can quickly sort a client database to help you create ...

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 ...

Moneyinfo has partnered with ZeroKey to simplify and accelerate adviser access to integrations across the wealth management ecosystem.

Data privacy is a growing concern for clients, candidates and search firms. Executive search and leadership firms have an obligation to protect their databases, avoid cyber breaches and maintain ...

Tracking client information is important since it becomes the basis of the marketing plan. Unfortunately, many firms don t monitor the source of their new business and miss out on marketing ...

Additionally, on a more human level, gathering this information in the beginning will lead to stronger advisor-client relationships down the road.

Confidential data in computers and information systems, including those used by attorneys and law firms, faces greater security threats today than ever before. They take a variety of forms ...

Rank-and-file bank workers are selling client data online in back-door deals – even as firms argue it's a customer’s responsibility to stay safe from scams, according to a report.

Swiss banks UBS and Pictet said on Wednesday they had suffered a data leak due to a cyber attack on a provider in Switzerland that did not compromise client information, although a report said ...

A server security lapse has exposed a massive database of customer information belonging to Rubrik, an IT security and cloud data management giant. The company pulled the server offline Tuesday ...