Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

Automated tools and techniques now play a big part in audit and tax compliance services and have increased the use of client data by accounting firms. However, while tools such as data analytics and ...

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 ...

Accountants and tax professionals are responsible for a vast amount of their clients’ financial information – and as hackers proliferate and become more sophisticated in the methods they use to steal ...

The editor in chief of Bloomberg News has admitted that reporters were able to access limited client information via Bloomberg terminals, an error he calls ...