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 ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

(Reuters) - An electronic discovery vendor for U.S. law firm Quinn Emanuel Urquhart & Sullivan suffered a cybersecurity attack that may have exposed client information, the firm disclosed to ...

Law firms aren't just expected to protect their clients' sensitive information—they have a legal and moral duty to do so. Before the COVID-19 pandemic, when permanent in-office working was the norm, ...