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 ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

People trust their accountants with a lot of sensitive data, with the understanding that their private information will only be used for a specific authorized purpose. However as time goes on and 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, ...

Under privacy law, a privacy policy is a statement or legal document that discloses some or all of the ways a party gathers, uses, discloses, and manages a customer's or client's data. Typically, ...

With data privacy as a core tenet of operations, companies will be better prepared to navigate the unknown—all while ...

SitusAMC, a company that provides back-end services for top banks and lenders, disclosed on Saturday a data breach it had discovered earlier this month that impacted customer data. As a real-estate ...

ZURICH, June 18 (Reuters) - Swiss banks UBS (UBSG.S), opens new tab and Pictet said on Wednesday they had suffered a data leak due to a cyber attack on a provider in Switzerland that did not ...

As courts, regulators, and clients increasingly scrutinize the use of public AI tools, LAW.co’s new offering enables legal teams to deploy secure, proprietary large language models-hosted privately, ...

This week, the web and browser development community voiced concerns over “X-Client-Data,” an alleged “tracking ID” sent by Chrome to all Google sites. Google has denied the tracking allegation and ...