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Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.
March 31 -
Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.
January 28Whittier Trust -
The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.
December 19 -
After millions of tax IDs were exposed in the massive leak at National Public Data, clients will be at heightened risk for tax fraud and other financial abuse this tax season.
October 29TaxStatus -
The industry watchdog continues its recently adopted practice of giving firms monthslong advance warning of its examination priorities before the start of the new year.
October 22 -
AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.
October 22Microsoft -
Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to measure a vendor's data security.
September 10 -
Meager security budgets, flammable family dynamics and set-in-their-ways employees can put assets, and sometimes the safety of family members themselves, at risk.
July 31360 Privacy -
After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.
July 23 -
There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.
June 18