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 ...

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

What will shape enterprise data in 2026? We look at insights from Bloomberg’s Enterprise Data & Tech Summit in London on ...

MaxfulEdge is consistently developing its infrastructure and placing special emphasis on the quality of its analytical ...

Learn how small business owners can use Perplexity safely, with practical prompts and tips to avoid oversharing business data ...

International law firm Fried, Frank, Harris, Shriver & Jacobson LLP failed to adequately safeguard the sensitive personal ...

Finanshels, a UAE-based financial operations firm, has updated its Client Portal to centralise financial data, compliance ...

DataMasters has announced the availability of weekly new business mailing lists designed to support business-to-business ...

It's true Oura partners with Palantir Technologies, a software company that serves the U.S. government. But some claims about ...

A broker and an underwriter unpack how advanced AI with speech capability is giving faster answers and a new way to turn data ...

Beginner-friendly guide explaining how the internet works: how websites load, what a server is, and how data travels online, ...