WealthManagement.com

Schwab Accuses Former Rep of Leaving with Client Data

Charles Schwab is taking one of its former reps to court, accusing him of being a “disloyal employee” who allegedly departed wielding trade secrets on thousands of Schwab clients. Schwab filed a ...
Reuters

Quinn Emanuel reports cyber attack involving 'limited' client data

(Reuters) - An electronic discovery vendor for U.S. law firm Quinn Emanuel Urquhart & Sullivan suffered a cybersecurity attack that may have exposed client information, the firm disclosed to ...
InvestmentNews

Advisor platforms compete with varying approaches to be the ‘AI layer’ to client data - but which model will advisors use?

For almost as long as there has been advisor technology, the persistent problem has been client data living in multiple systems. In the early days when software was housed on floppy disk drives, CDs, ...
New York Post

Rank-and-file bank workers sell client data to online scammers: report

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 ...
Reuters

UBS and Pictet report data leak after cyber attack on provider, client data unaffected

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 ...