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 ...

Three vendors have announced improvements to their products for managing and securing the growing numbers of mobile devices in the enterprise. Products from Safend and SmartLine products focus on ...

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 ...

TORONTO--(BUSINESS WIRE)--SoftwareReviews, a division of IT research and advisory firm Info-Tech Research Group, has published its 2021 Data Integration & IPaaS Emotional Footprint Awards, naming five ...

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 ...

Why you should consider AI, software development, and cloud and edge computing Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in ...

Barrington Research analyst Vincent A. Colicchio had an Outperform rating on Asure Software Inc ASUR with a $15 price target. Management recently participated in virtual calls arranged by Barrington ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

Effective cybersecurity requires an ongoing, risk-based, comprehensive process that addresses people, policies and procedures, and technology, including training. Effective security also requires an ...

Time may seem scarcer than ever, but fortunately technological advancements have presented auditors with many tools to improve the effectiveness and efficiency of audits. One such tool is data ...

Emily Putnam-Hornstein ([email protected]) is director of the Children’s Data Network, University of Southern California, in Los Angeles. Mark Ghaly is secretary of the California Health and Human ...

Technology and cloud leader Accenture inadvertently left four Amazon Web Services S3 buckets open to the public, which could have allowed any user to download the contents, according to a report from ...