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.

Some banks are setting up their own parallel digital banks, while others form innovation labs. Roman Regelman says BNY Mellon is transforming the entire institution.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?

Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.

Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.

Early adopters of machine learning technology are more likely to expect business increases this year.