The wealth management giant, with $323 billion AUM, said the incident exposed personal and financial planning data.

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, ...

BELFAST, NORTHERN IRELAND, UNITED KINGDOM, February 25, 2026 /EINPresswire.com/ — Hurree, the human-first data analytics platform, today announced the release of Hurree v17, a product update designed ...

Key Takeaways AI helps businesses quickly and clearly understand customer data.It predicts what customers may do next, ...

For accounting firms, the evolution in cyber threats is more than a wake-up call, it's a risk to client trust, compliance ...

WPP, one of the world’s biggest advertising agencies, reportedly disclosed a stunning trove of apparently confidential client data in an attempt to defend itself against accusations of operating ...

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 ...

WPP disclosed more than $9 billion in clients’ spending data as part of a legal dispute with a former executive who claims he ...

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 ...