Data and information management

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.

Clients have gotten used to less in-person interaction and have reshaped their expectations and behavior accordingly, says Broadridge's Fred Duden.

Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.

The regulator found that the financial services company failed to take precautions in disposing of hardware that contained sensitive customer information.

The company's new agreement with Envestnet Yodlee to share customers' account data over secure pipes is its 17th pact with aggregators and other fintech firms.

The custodian’s NetX360 desktop now supports biometric authentication.

The pandemic and work-from-home arrangements are probably spurring larger budgets.

Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.

The COVID-19 pandemic has infected the service’s annual list of top tax scams.

A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.

U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.