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 ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

The team behind the newly launched Hamachi communication platform includes veteran fintech innovators from Orion and Redtail.

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Social Leverage backs LEA’s mission to eliminate manual document work and quickly deliver clean data to core systems firms rely on every day. New York, NY, Sept. 08, 2025 (GLOBE NEWSWIRE) -- LEA, a ...

A ransomware attack at Motility Software Solutions, a provider of dealer management software (DMS), has exposed the sensitive data of 766,000 customers.

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance numbers, financial details including account numbers, government IDs provided ...

On top of that, 43% admitted they had shared sensitive documentation in their conversations with AI tools, including company financial data and client data. The numbers show that while the use of AI ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...