Explore the best FINRA-compliant client management software for your firm. Learn how to streamline compliance, improve workflows, and protect data ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

Wealthsimple disclosed a data security incident that compromised the personal information of a small fraction of its three ...

Many cyberattacks use vulnerable or "unpatched" software to enter networks and access sensitive data.

QuickBooks has introduced the Customer Agent, an AI-powered CRM management solution designed to centralize leads and client data.

What the Data Tells Us: 3 High-Growth Tech Areas To Target for Client Portfolios Why you should consider AI, software development, and cloud and edge computing ...

The real estate business is built on trust, timing, and persistent follow ups. Deals rarely happen overnight. They grow through months of conversations, property visits, and negotiations. An agent who ...

Nimble Gravity, a global consultancy specializing in AI, data, and software engineering, has acquired Fog Solutions, a premier data and AI firm recognized for its expertise in Microsoft Azure and ...