Data and information management

The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.

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.

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.

The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

The hackers claim to be officers from the regulatory agency who have documents requiring immediate attention.

Without centralized IT protocols RIA cyber fraud scenarios are taking on new and nightmarish dimensions — but there are ways for firms to defend themselves.

The appointment comes as part of an equity investment by FTV Capital to expand the footprint of the company formerly owned by RCS Capital.

Compliance attorneys for large wealth managers outline which questions are critical in light of the substantial regulatory requirements.

Financial institutions need to alert customers about emails or websites that pretend to offer important COVID-19 information but instead could end up stealing their account numbers or logins.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”