SEALSQ, short for Semiconductors & Quantum Security Solutions, on Tuesday said it's working with Wecan Group on what it calls a Post-Quantum "Know Your Customer" solution, an initiative to secure ...

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 ...

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 ...

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 ...

Marsh & McLennan Agency, LLC (MMA) is taking a direct competitor and a former top executive to court, alleging a coordinated ...

Increasingly, clients of CPA firms impose confidentiality agreements as a precondition to engaging the firm to perform professional services. These may appear in the form of a separate nondisclosure ...

A former financial administrator at funeral insurance and services company Dela has been held responsible for over 80,000 ...

For years, the management and owners of the Dutch crypto platform Bitvavo had easy access to customer data and accounts, NOS ...