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, ...

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client experiences ...

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 ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

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 ...

As law firms increase their use of AI, client data is becoming more helpful for training AI tools and informing their outputs. Outside counsel guidelines are evolving to become more permissive of ...

In this installment of our continuing series on e-discovery basics, we address the importance of developing a thorough understanding of client data and planning for discovery before litigation starts.

Customers run the same Base Database Service available in OCI on a compact engineered system called Data Infrastructure Cloud@Customer X11. The 8U system is installed at a customer’s facility, and ...

DELRAY BEACH, Fla., Aug. 11, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Customer Data Platform Market is projected to grow from USD 7.34 billion in 2026 to USD 14.04 billion by 2031, at ...

A data breach last month has landed Mercer Advisors in court with a putative class-action suit that contends the prolific RIA acquirer failed to adequately protect private client data. Processing ...