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 residency decisions must also move earlier. If meaningful customer data is created during anonymous interactions, ...

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 ...

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 ...

Working with clients to collect their own data ranks as the third most common firm-level challenge in Nextpoint's 2026 ...

Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 ...

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.

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 ...

Law360 (August 12, 2025, 4:16 PM EDT) -- As lateral partner moves increase, law firms are being urged to adopt robust information governance practices to ensure client data transfers are seamless and ...