Data management

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.

AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.

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.

After prospects become customers, planners have many questions. Here's a look at a somewhat painful yet pivotal phase of the relationship.

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

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

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