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 ...

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, ...

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.

DBeaver is a free, open-source, cross-platform SQL client and database administration tool. It is designed to support a wide variety of SQL and NoSQL databases, including MySQL and PostgreSQL. Its key ...

Consulting engineers have always had to deliver services far beyond design, but today’s data-driven projects are giving firms such as WSP/Power Engineers and Jacobs fresh opportunities to turn client ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

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 ...

People trust their accountants with a lot of sensitive data, with the understanding that their private information will only be used for a specific authorized purpose. However as time goes on and data ...