Customer data

Firms are spending plenty on tech but are skimping when it comes to training their people to recognize an incoming attack.

The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.

In a day when information is the lifeblood of business, you’re an information fiduciary as well.

There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.

The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.

The deal combines two of the financial services industry's largest technology and processing companies.

The restructuring comes as a competitor enters wealth management data aggregation.

To move from focusing on pushing products to helping clients, firms need to aggregate and collect more data.

Data aggregators provide big advantages for RIAs, but criticism is mounting.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.

Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.

The platform provider is pushing the concept hard, but early reviews are mixed.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

Collaboration is key to the effort since there “is no competitive advantage to be the only firm engaged in data protection."

To protect their practice, advisors should know the answers to several critical questions about how vendors use and safeguard their data.

Let technology help your practice increase customer retention and find better prospects.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.