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, ...

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 ...

Bank staffers are selling client data in back-door deals with online fraudsters — helping to facilitate sophisticated scams that target the live savings of Americans, according to a report. These bank ...

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 ...

Complying with the patchwork of privacy and information security laws is an often daunting task for financial advisors. But beware: Doing so hastily or haphazardly can subject you to broad privacy ...

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 ...