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

With tax prep software providers and governments tightening their data security, IRS Commissioner John Koskinen noted, “The logical next place to go is to tax preparers, because if they can hack into ...

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 ...

In either case, a financial advisor should reflect on their client's needs and determine whether a financial planning software tool fits that need. The Bottom Line Gone are the days of relying ...

Many cyberattacks use vulnerable or "unpatched" software to enter networks and access sensitive data. Implementing thorough software maintenance, otherwise known as a scheduled patch management ...

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 ...

Less than two years after its launch, a wealth management technology company that shares data across software applications changed its name and secured $8 million in seed funding. Dispatch, which ...

Just because you think your client data is protected, and just because a company claims it keeps this data private, does not necessarily mean it's true, according to Randy Johnston, co-founder and ...

Quinn Emanuel confirmed to Reuters on Monday that "a third-party data center we use for document management for some of our clients became the victim of a ransomware attack" last year.