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 ...

Data ownership is emerging as a hot topic in the financial advice industry, as firms and advisers grapple with how to harness the right kind of data to provide more insightful financial planning. With ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

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 ...

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

Time may seem scarcer than ever, but fortunately technological advancements have presented auditors with many tools to improve the effectiveness and efficiency of audits. One such tool is data ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

Emily Putnam-Hornstein ([email protected]) is director of the Children’s Data Network, University of Southern California, in Los Angeles. Mark Ghaly is secretary of the California Health and Human ...

Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 22, 2024, 11:55am EDT Nov 10, 2025, 07:26am EST Each year ...

Technology and cloud leader Accenture inadvertently left four Amazon Web Services S3 buckets open to the public, which could have allowed any user to download the contents, according to a report from ...

The evolution of software architecture is contributing to increasing energy consumption.

Pro Medicus confirms no client data accessed and no impact following an isolated company email security incident. The post ...