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

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

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

The firm said a criminal group is attempting to extort it over limited insider-related data access incidents affecting about ...

Kraken faces insider extortion attempt after support access incidents affecting 2,000 accounts while funds remain safe.

Consulting engineers and other AEC firms have always had to deliver services far beyond design, but today’s data-driven projects are giving them fresh opportunities to turn client data into something ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

Data doesn’t persuade on its own. Structure your insights to show what’s working, what’s not, and what to do next.

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...