Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...

The most sophisticated business presentation will lose its impact if the client experiences information overload and doesn't understand what to do next. So, the fastest way to make data actionable is ...

OneDigital Investment Advisors, the Overland Park, Kan.-based advice division of the insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans ...

The data breach at National Public Data, which exposed 272 million taxpayer identification numbers and 2.9 billion records this summer, has generated substantial risk for tax-related identity theft ...

Historical data is useful in developing AI tools and workflows, and some clients are asking firms to compile and release their data in order to build new ones. The trend could present risks and ...

Data security has become a perennial concern for pretty much anyone with a bank account, 401(k), health insurance, or even just a Social Security Number. There have been about one billion stolen ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

The IRS Security Summit highlights essential safeguards to protect client data from identity theft and cyberattacks ...

Big Law firms are developing policies and training around generative AI usage. Most firms aren't using the technology on client information, but an increasing number of firms are using it for research ...

Automation and AI have given us tools to reduce (often drastically) the time we spend on more tedious PPC tasks. That means as agency partners, we need to shift toward acting more as consultants for ...