Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

How to Make a Client Database for a Small Business. If you can use a simple spreadsheet, you can create a valuable and powerful business tool for managing your business's clients.

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 ...

A client database should store contact information, including mailing addresses, home phone and cell phone numbers, e-mail addresses, fax numbers and client website information.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

Quovo and other data aggregators use credentials shared by the client, so the owner of the data is the one making requests or managing retribution. Wealth Access is also permissions-based.

Surprisingly, there are few laws that prohibit you from selling clients' data.

The next frontier of pricing is not just smarter algorithms—it’s smarter connections between people, data and value.

Oracle Autonomous Database on Exadata Cloud@Customer is the simplest and fastest transition to a cloud model with typical deployments taking less than a week. Existing applications in a datacenter ...