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 ...

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 ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

A cyberattack on a New York-based tech vendor has led to the exposure of sensitive customer data, including records belonging ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

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

The senior executive raised alarms about improper access of private user data presumably “driven by [China]“, but received ...