Data security

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.

As online dating grew during the pandemic, Americans lost over $2.3 billion to romance scams over the past five years.

There are three basic steps that other financial firms have already adopted in larger numbers than wealth managers.

While there have yet to be any confirmed successful attacks, financial services firms are a target for a cybersecurity incident in response to sanctions.

The attacks are expected to mirror geopolitical tensions.

Increasing complexity is making it harder than ever for wealth management firms to protect client data.

Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity's role for the future.

Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity's role for the future.

The cryptocurrency exchange recently refunded $35 million to customers whose accounts had been drained by hackers. Here's what banks and other financial firms can learn from the attack.

Experts discuss the latest ways firms are defining their value propositions and evolving their customer communications, experience and support.

In those early moments, with so much in doubt, my colleague made the call that mattered most: to put his client’s needs ahead of everything else.

An intruder made off with email addresses of about 5 million users, as well as full names for a separate group of about 2 million.

The firms failed to update their cybersecurity policies immediately after client data was exposed.

The bank says plaintiffs cannot connect instances of identity theft or fraud to incidents at the bank, giving the case no standing.

The exposed information includes customer names, dates of birth, Social Security numbers and company names.

It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.

Following through on its staged approach to new advice standard, industry regulator expected to be less patient with the "laggards."

Emerging consumer attitudes toward privacy threaten to overturn long-standing industry assumptions about customer data and personalization.

The Internal Revenue Service’s Criminal Investigation Division issued a warning Thursday about a new wave of COVID-19 scams tied to the latest round of stimulus payments, especially targeting taxpayers in the District of Columbia.