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, ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

Law firms aren't just expected to protect their clients' sensitive information—they have a legal and moral duty to do so. Before the COVID-19 pandemic, when permanent in-office working was the norm, ...

ZURICH, June 18 (Reuters) - Swiss banks UBS (UBSG.S), opens new tab and Pictet said on Wednesday they had suffered a data leak due to a cyber attack on a provider in Switzerland that did not ...

A security lapse saw Proskauer Rose, an international law firm headquartered in New York City, expose sensitive client data for more than six months, TechCrunch has learned. A person with knowledge of ...

Chanel Inc. informed its customers Friday morning about a data security breach at the U.S. company. In a letter to clients, Chanel said that on July 25, Chanel became aware of a security incident ...

SitusAMC, a company that provides back-end services for top banks and lenders, disclosed on Saturday a data breach it had discovered earlier this month that impacted customer data. As a real-estate ...

Data loss in financial services is a growing concern, with client identity theft being the fastest-growing crime globally. Data security firms offer loss policies to protect financial data and ...