Your firm's data risk does not scale with your headcount. A 25-person RIA that uploads a client tax return to Claude carries the same risk exposure as a 200-person firm that does the same thing.

The data breach at National Public Data, which exposed 272 million taxpayer identification numbers and 2.9 billion records this summer, has generated substantial risk for tax-related identity theft ...

Dana Post and Jonathan Elsner of Freshfields Bruckhaus Deringer write: Given the increasing susceptibility of law firms to cyber attacks, it is important for lawyers to be aware of their ethical ...

In the rush of tax filing season, there is little room for mistakes—as the uptick of AI presents opportunity and risk. While automation enables CPAs to handle complex filings and meet tight deadlines, ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there's client data to safeguard, and on the other, it has to keep pace in ...

Artificial intelligence has transformed how we live, work, and communicate, but it’s also transformed how fraudsters operate. Every week, the headlines remind us that cybercriminals are using AI not ...

A data breach last month has landed Mercer Advisors in court with a putative class-action suit that contends the prolific RIA acquirer failed to adequately protect private client data. Processing ...

The rapid integration of artificial intelligence into professional workflows has fundamentally transformed how businesses and legal professionals operate. From sophisticated document review systems to ...