The long-standing practice of deleting client records after the SEC’s five-year mandate may be losing relevance as advisory ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

A recent court ruling in the United States has raised fresh concerns over the privacy of conversations with artificial ...

From a financial standpoint, the cost of a data breach can be staggering. Law firms may face lawsuits from clients, ...

Carson Group, the Omaha, Neb.-based wealth advisory with more than $57 billion in assets under management, has upgraded its AI advisor assistant to pull data from across various proprietary and ...

Consumer Protection Networks partners with SurePay and Equity Sales Finance to offer flexible payment options for timeshare exit services. CONROE, TX, UNITED STATES ...

Though data protection by design and by default is a well-established concept under the EU GDPR, its real-world application remains inconsistent. Four assessment factors can help with implementation.

As regulatory pressure and rising drug costs reshape expectations for pharmacy benefit managers (PBMs), real-time data is becoming central to how PBMs build trust and retain clients. Payers are facing ...

A state House committee is advancing measures meant to protect Pennsylvanians from negative effects of new data centers. One measure would require the centers to report their annual water and energy ...

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 ...