Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...

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, ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

As legal practices increasingly adopt generative AI (GenAI) technologies, protecting attorney-client privilege and client confidentiality has become a pressing concern. Recent data reveals that 81% of ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

Data modeling, at its core, is the process of transforming raw data into meaningful insights. It involves creating representations of a database’s structure and organization. These models are often ...

In its updated commercial terms of service, Anthropic stated that it would protect customers from copyright infringement claims arising from the authorized use of the ...

This week, the web and browser development community voiced concerns over “X-Client-Data,” an alleged “tracking ID” sent by Chrome to all Google sites. Google has denied the tracking allegation and ...