Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Wealth tech platforms' latest enhancements help advisors surface behavioral risk insights and generate client-ready output ...

The long-standing practice of deleting client records after the SEC’s five-year mandate may be losing relevance as advisory ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Agentic AI tools present the possibility of substantial efficiency gains for legal teams, but the risks they pose require ...

As legal practices increasingly adopt generative AI (GenAI) technologies, protecting attorney-client privilege and client confidentiality has become a pressing concern. Recent data reveals that 81% of ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

Consulting engineers and other AEC firms have always had to deliver services far beyond design, but today’s data-driven projects are giving them fresh opportunities to turn client data into something ...

Charles Schwab is taking one of its former reps to court, accusing him of being a “disloyal employee” who allegedly departed wielding trade secrets on thousands of Schwab clients. Schwab filed a ...

Celink recently released its new Client Data Portal which provides its customers a secure way to access standard reports. The Client Data Portal also has the ability to make ad hoc queries on their ...