Data and information management

Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.

The group behind the ongoing campaign allegedly has the support of a hosting provider that's complicit in helping spin-up new scam websites.

Financial services firms are focusing on essential risk-related priorities, but must not lose sight of the importance of innovative technologies that drive business forward.

In addition to voluminous recordkeeping, due diligence and expense, what constitutes a "covered function" may vary from firm to firm.

Cybersecurity company Cyberarkan used the AI-driven text generator to create a new strain of malware capable of bypassing traditional controls.

The fintech startup is mining SEC, FINRA and other data to make information on financial advisors easier for consumers to digest.

Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

A blueprint for a shared ledger for digital money would include central bank digital currencies, bank deposits and e-money from companies like PayPal — but not unsupervised cryptocurrencies.

Noncompliance with a thicket of U.S. and E.U. rules risks regulatory scrutiny and, in some cases, steep fines.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.