Bun 1.3 revolutionizes full-stack JavaScript development with unified database APIs and zero-config frontend setup.

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, ...

DBeaver is a free, open-source, cross-platform SQL client and database administration tool. It is designed to support a wide variety of SQL and NoSQL databases, including MySQL and PostgreSQL. Its key ...

Q: Our agency specializes in high-end cruises and resorts. We maintain a database of past clients with all their contact information and preferences. A data broker has approached us and has offered to ...

The current CRM scene keeps advancing at a rapid pace, with innovative companies now leaning toward options combining ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A customer data platform (CDP) collects data from online and ...

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 ...

Law firms aren't just expected to protect their clients' sensitive information—they have a legal and moral duty to do so. Before the COVID-19 pandemic, when permanent in-office working was the norm, ...

Businesses have mixed feelings about their financial data. They can't live with it, they can't live without it, and they don't always understand what all the data before them means. Despite this ...