Suralink, the agentic automation platform for accounting firms and their clients, today announced Client Data Vault, a first-of-its-kind, client-owned archive that preserves audit data within Suralink ...

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, ...

Opinion: Law firms’ volume of sensitive data make them unique targets for data breaches, so they should prioritize addressing ...

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 ...

Data and Analytics (D&A) is deriving insights using data to proactively measure business performance and improve decision-making. Today D&A is increasingly considered the next frontier for innovation ...

Dana Post and Jonathan Elsner of Freshfields Bruckhaus Deringer write: Given the increasing susceptibility of law firms to cyber attacks, it is important for lawyers to be aware of their ethical ...

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 ...

ADT confirms a new data breach exposing customer names, phone numbers and addresses. The cybercrime group ShinyHunters claims it stole millions of records.

Zillow's updated privacy policy for Follow Up Boss has sparked debate among real estate agents. The policy introduces "mutual customer data," allowing Zillow to engage with clients who have a Zillow ...