JPMorgan Chase, Citi and Morgan Stanley did not immediately respond to Reuters requests for comment. SitusAMC said the affected data included corporate information tied to some clients' dealings with ...

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, ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Marquis said ransomware hackers stole reams of banking customer data, containing personal information and financial records, ...

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 ...

SitusAMC, a technology vendor for real estate lenders, holds sensitive personal information on the clients of hundreds of its banking customers, including JPMorgan Chase.

Freedom Mobile, the fourth-largest wireless carrier in Canada, has disclosed a data breach after attackers hacked into its ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

The senior executive raised alarms about improper access of private user data presumably “driven by [China]“, but received ...