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 ...

Robert Fernandes Chief Information Security Officer The Investment Center, Inc. Why is it important for advisors to create a cybersecurity strategy? It first must be acknowledged that cybersecurity ...

Morgan Stanley's recent $60 million settlement over a data breach demonstrates the difficulty in securing client data, but the big Wall Street bank is not alone. The majority of global financial ...

As the world is moving towards digitalization, cyber-security threats are becoming more sophisticated than ever. There has been increasing number of attempts in recent times where hackers have been ...

The threats to your company’s data are many and varied, and so are the techniques for keeping that data safe and secure. Creating a secure application requires many safeguards, but by far the most ...

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, ...

Jatin Narang, CEO of Verito.com, is an expert in managed IT & cybersecurity, dedicated to empowering accounting firms in the digital age. As a small accounting business owner, ensuring compliance with ...

Model Context Protocol makes it far easier to integrate LLMs and your APIs. Let’s walk through how MCP clients and servers communicate, securely. Every new protocol introduces its own complexities.

As the world is moving towards digitalization, cyber-security threats are becoming more sophisticated than ever. There has been increasing number of attempts in recent times where hackers have been ...