Validate AI-generated insights, establish governance, and prioritize real-world research where it delivers the greatest value ...

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, ...

Data and Analytics (D&A) is deriving insights using data to proactively measure business performance and improve decision-making. Today D&A is increasingly considered the next frontier for innovation ...

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client experiences ...

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 ...

As organizations increasingly recognize the importance of cohesive data management strategies, the relationship between marketing, data management and IT teams is evolving. According to an October ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

Your firm's data risk does not scale with your headcount. A 25-person RIA that uploads a client tax return to Claude carries the same risk exposure as a 200-person firm that does the same thing.

In this installment of our continuing series on e-discovery basics, we address the importance of developing a thorough understanding of client data and planning for discovery before litigation starts.