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, ...

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud. In the old days, keeping clients' data secure was pretty easy. It just required a lock and key. Now, with ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

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 ...

NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Aiviq, a leading cloud-based client data platform SaaS provider for the global asset management industry, today announced the official launch of its ...

SitusAMC, a technology vendor for real estate lenders, holds sensitive personal information on the clients of hundreds of its banking customers, including JPMorgan Chase.