An intake form is one of your first introductions to a client, so it’s important to ask the right questions. This week, we asked six designers—Kylie K. Bass, Bianca Blanco-Jimenez, Lindsey Herod, ...

For a brief moment, no startup rode the data center boom better than Fermi Inc. Co-founded by a former Texas governor and a brash entrepreneur, Fermi offered companies racing to build data centers the ...

Add Fidelity Brokerage Services to the list of big firms that have recently faced cyberattacks by bad actors in order to glean clients’ private information, this time including passport and driver’s ...

OneDigital Investment Advisors, the Overland Park, Kan.-based advice division of the insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans ...

A data breach last month has landed Mercer Advisors in court with a putative class-action suit that contends the prolific RIA acquirer failed to adequately protect private client data. Processing ...

A Mercer Advisors client is claiming the firm’s data protection services fell short in keeping customer information safe from a coordinated data breach by an infamous cybercrime network. According to ...

A recent data breach at Edelman Financial Engines is adding to a growing list of cybersecurity attacks on financial advisors that culminated a week ago when hackers threatened to expose millions of ...

WPP, one of the world’s biggest advertising agencies, disclosed a stunning trove of apparently confidential client data in an attempt to defend itself against accusations of operating self-enriching ...

Lawsuits are stacking up in federal court against Edward Jones, alleging the firm violated privacy laws by sharing clients' private information for use in targeted ads by LinkedIn, Google and Meta.

The startup received participation from numerous venture firms as well as angel investors including Ironclad cofounder Jason Boehmig. AlphaLit also received previous funding from Casetext cofounder ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...