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, ...

New policy formalizes how client data is collected, used, stored, and reviewed across operations Leonard Cagno has announced the adoption of a new internal privacy and data handling standard across ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud. In the old days, keeping clients' data secure was pretty easy. It just required a lock and key. Now, with ...

For healthcare data strategy projects, there are four essential elements to turn aspiration into a plan for recurring ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...

Welcome to our guide on IG Client Sentiment-an excellent tool to gauge trader positioning and sentiment in the FX and CFD-trading market. View updates in real-time on ...

Take advantage of the Entity Client Provider -- a client side query engine, to execute queries against a conceptual model of data Microsoft’s Entity framework is an open source ORM framework for ...

(Bloomberg) -- The new staffer was supposed to help Toronto-Dominion Bank spot money laundering from an outpost in New York. She instead used her access to bank data to distribute customer details to ...