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, ...

Ledger, a hardware wallet manufacturer, which has historically been known by the reputation of keeping crypto assets offline, has suffered another data exposure incident and has brought back old ...

Crypto wallet company Ledger SAS confirmed today a data breach to a third-party leaked customer data, including names and ...

Customer data platforms (CDPs), which historically acted as storage and cleanup tools, are turning into something more ...

Tech outlet Wired is at the center of a potential data breach after a lone hacker claimed to have breached Condé Nast and is ...

For many companies, the decision to move to the cloud is a no-brainer—but it shouldn’t be a decision taken lightly.

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 ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

Every retail initiative, whether it’s AI, personalization or supply-chain transparency, depends on trustworthy customer data.

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

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 ...