1. State the truth before you state the strategy. The first thing out of my mouth is the bad news. Not the context, the silver lining, or the path forward. The thing they most need to know, said ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

NTT DATA, a global leader in AI, digital business and technology services, today announced the evolution of its Global Data Centers sales and client services model as the business continues to scale ...

In service-based organizations, the client document experience is not just a back-office process. It shapes how clients perceive professionalism, competence and reliability. Onboarding, client service ...

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 ...

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 ...