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Experts discuss the latest ways firms are defining their value propositions and evolving their customer communications, experience and support.
December 16 -
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.
December 15
Mercer Advisors -
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.
November 9 - SEC fines 3 independent brokerages a collective $750K over email hacks that hit thousands of clients
The firms failed to update their cybersecurity policies immediately after client data was exposed.
September 1 -
The bank says plaintiffs cannot connect instances of identity theft or fraud to incidents at the bank, giving the case no standing.
August 12 -
The exposed information includes customer names, dates of birth, Social Security numbers and company names.
July 8 -
It’s time to revisit your firm’s protocols to ensure they make sense given widespread tech adoption during the pandemic, writes Wes Stillman.
April 28
RightSize Solutions -
Following through on its staged approach to new advice standard, industry regulator expected to be less patient with the "laggards."
February 5 -
Emerging consumer attitudes toward privacy threaten to overturn long-standing industry assumptions about customer data and personalization.
January 29 -
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.
January 14 -
Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.
January 13
Broadridge Financial Solutions -
The regulator found that the financial services company failed to take precautions in disposing of hardware that contained sensitive customer information.
October 8 -
The custodian’s NetX360 desktop now supports biometric authentication.
September 2 -
The pandemic and work-from-home arrangements are probably spurring larger budgets.
August 5 -
Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.
August 3 -
The COVID-19 pandemic has infected the service’s annual list of top tax scams.
July 20 -
U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.
July 13 -
In a new twist on an old scam, cybercriminals have tried to get thousands of people to surrender their Wells bank account information by sending authentic-looking emails containing malicious links that lead to a fake website bearing the company's name.
June 22 -
Mobile banking use has swelled since the pandemic hit, and law enforcement officials expect hackers to target the credentials of digital novices. The FBI stressed the importance of two-factor authentication and ensuring consumers know how to spot fake apps that carry malware.
June 11 -
Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.
May 28
Mercer Advisors














