Matthew Winkler, editor-in-chief of Bloomberg News, apologized on Monday for allowing journalists "limited" access to sensitive data about how clients used Bloomberg terminals, saying it was ...

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, ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More This article was contributed by Randy Hopkins, VP of global systems ...