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, ...

With all of the conversations surrounding hyper-personalization, I have yet to find a practical guide that I believe can help companies jump-start the journey to individually unique client experiences ...

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 ...

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 ...

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 ...

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.

As organizations increasingly recognize the importance of cohesive data management strategies, the relationship between marketing, data management and IT teams is evolving. According to an October ...

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 ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who ...