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How to Use AI Tools and Keep Client Data Safe
Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.
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 ...
LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...
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 ...
Law firms aren't just expected to protect their clients' sensitive information—they have a legal and moral duty to do so. Before the COVID-19 pandemic, when permanent in-office working was the norm, ...
Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.
NEW YORK & DENVER--(BUSINESS WIRE)--AlixPartners, the global consulting firm, and Palantir Technologies, a leading builder of operating systems for the modern enterprise, today announced a strategic ...
DENVER and BOSTON, Aug. 11, 2025 /PRNewswire/ -- Nimble Gravity, a global consultancy specializing in AI, data, and software engineering, has acquired Fog Solutions, a premier data and AI firm ...
The new Veeam Software Appliance promises all the capabilities of Veeam’s data protection and resiliency capabilities in a ...
Chanel Inc. informed its customers Friday morning about a data security breach at the U.S. company. In a letter to clients, Chanel said that on July 25, Chanel became aware of a security incident ...
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