Both were reported recently to Maine’s Attorney General, which publishes such incidents online. LPL reported its data breach ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

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 ...

(Bloomberg) -- The new staffer was supposed to help Toronto-Dominion Bank spot money laundering from an outpost in New York. She instead used her access to bank data to distribute customer details to ...

As legal practices increasingly adopt generative AI (GenAI) technologies, protecting attorney-client privilege and client confidentiality has become a pressing concern. Recent data reveals that 81% of ...

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 ...

Ameriprise Financial alleges a California-based competitor actively recruited away its financial advisers, then instructed those advisers to illegally take Ameriprise client information. The ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

Over the last weeks and months, a number of cryptocurrency companies, large and small, have fallen victim to data leaks from marketing service providers. The recent data breach suffered by HubSpot is ...

It is well-established that attorneys and their clients are entitled to private and protected communications. But what level of protections are available when an accountant is used in an engagement to ...