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, ...

Many leadership teams encourage employees to be more consultative. But without structural support, that guidance can feel aspirational.

Smart Import's new AI features enable advisors to create new and update existing financial plans faster than ever ...

Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...

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 ...

PHOENIX--(BUSINESS WIRE)--Edgio, the platform of choice for security, speed and simplicity at the edge, today announced the release of its Client-Side Protection solution. Designed to monitor scripts ...

WPP disclosed more than $9 billion in clients’ spending data as part of a legal dispute with a former executive who claims he ...

Coinsquare, one of Canada’s largest cryptocurrency exchanges, may have been breached, but the company claims customer assets are “secure in cold storage and are not at risk.” The exchange, which touts ...