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, ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Agentic AI tools present the possibility of substantial efficiency gains for legal teams, but the risks they pose require ...

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 ...

The office of the Maine attorney general reported this week that LPL Financial, with more than 32,000 financial advisors, ...

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 ...

Data privacy regulations aren’t known for being light reading. That doesn’t make it easy for businesses to become compliant. When one law refers to data subjects, another to residents, another to ...

Celink recently released its new Client Data Portal which provides its customers a secure way to access standard reports. The Client Data Portal also has the ability to make ad hoc queries on their ...

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 ...

Successful personalization at scale requires intentional planning around customer data management. Investing in customer data is a top priority for marketing leaders. Research found that marketers who ...