Data and information management

Technology has opened brokers up to liabilities and compliance nightmares through data breaches, hackers, and other cyber security risks.

There are three key areas advisers should focus on when working with client data, says Andrew Kimmel.

Savvy advisers are crunching the numbers to retain clients and win new business.

Technology makes it easier than ever to attract, engage and retain great employees.

Despite a push toward these options, there are issues that have arisen, explains Steve Smith, partner at The Starr Conspiracy.

Despite a push toward these options, there are issues that have arisen, explains Steve Smith, partner at The Starr Conspiracy.

Technology makes it easier than ever to attract, engage and retain great employees.

HR administrators are using data to identify the likelihood of future outcomes, based on historical staff information.

HR administrators are using data to identify the likelihood of future outcomes, based on historical staff information.

Mobility data is vital for employers to collect and analyze. But many aren’t prioritizing it, says EY’s Leslie Fiorentino.