When clients trust advisors to invest their money, they are also trusting them to protect their data and privacy.

Semiconductor and software major Arm Holdings Plc (ARM) has reportedly seen a major surge in adoption of its chip technology ...

With tax-related identity theft soaring, the Internal Revenue Service is making concerted efforts to increase awareness among tax professionals about the need to safeguard their clients’ personal ...

Let’s explore what the data says about three high-potential tech areas in 2025— artificial intelligence (AI), software development, and cloud and edge computing—and why you may want to ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

A client database should store contact information, including mailing addresses, home phone and cell phone numbers, e-mail addresses, fax numbers and client website information.

In these days of Zoom and Teams and screensharing, an employee could accidentally share client information by simply sharing the wrong screen.

Take advantage of the Entity Client Provider -- a client side query engine, to execute queries against a conceptual model of data ...

Just because a company claims it keeps your client data private does not necessarily mean it's true, according to K2's Randy Johnston.

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Understanding where innovation is driving growth can help you build resilient, high-performing client portfolios. Here are three tech areas to consider.