Bank staffers are selling client data in back-door deals with online fraudsters — helping to facilitate sophisticated scams that target the live savings of Americans, according to a report. These bank ...

An Ideal Client Profile is a snapshot of who you serve best and why. It consists of core demographics and identity, aspirations and desired outcomes, pain points and problems, decision-making drivers, ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...

When someone seeks out a professional service, they’re searching for the provider who can best address their current needs and, hopefully, provide sustainable solutions going forward. Likewise, ...

ZURICH, June 18 (Reuters) - Swiss banks UBS (UBSG.S), opens new tab and Pictet said on Wednesday they had suffered a data leak due to a cyber attack on a provider in Switzerland that did not ...