CRMs, analytics platforms, cloud applications, legacy infrastructure and internal data stores—each built at a different time ...

The chief security officer at Kraken says the exchange is being targeted by a criminal group attempting to extort the company ...

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, ...

A customer data platform (CDP) collects data from online and off-line sources and standardizes it to create comprehensive customer profiles. Then, these profiles are used to build campaigns and ...

OneDigital reports a data breach involving Salesforce and Drift, exposing sensitive client data, including Social Security ...

Kraken’s chief security officer said that the company would not be negotiating with a criminal group threatening to release ...

I'm just impressed with Morningstar overall. You've continued to deliver and provide really good support for questions and making sure I’m being as efficient as possible. For Maryann Ruck, President ...

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 ...