News

A new top priority has emerged for today's chief marketing officers: safeguarding customer data. Protecting the privacy and ...
NavSav Holdings IV, LLC is accusing the former owners of Pointer Insurance Agency of misappropriating confidential client ...
Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...
LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...
Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...
Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...
Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...
Cloudflare disclosed Tuesday that customer support data may have been compromised in the widespread attacks targeting ...
Jaguar Land Rover said some customer data has been compromised after the British carmaker was hit by a cyberattack that’s ...
The Children’s Center of Hamden recently notified more than 5,000 clients and staff members that their personal and/or health ...
Jaguar Land Rover said it believes last week's cyberattack affected some customer data. The U.K. auto manufacturer--which sells Land Rover and Jaguar vehicles and is a subsidiary of India's Tata ...
Rob Flowers, a 30-year veteran of the IT services industry, was named vice president of federal client growth at NTT DATA ...