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.