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 ...

In this installment of our continuing series on e-discovery basics, we address the importance of developing a thorough understanding of client data and planning for discovery before litigation starts.

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend on ...

(Reuters) - An electronic discovery vendor for U.S. law firm Quinn Emanuel Urquhart & Sullivan suffered a cybersecurity attack that may have exposed client information, the firm disclosed to ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

A security lapse saw Proskauer Rose, an international law firm headquartered in New York City, expose sensitive client data for more than six months, TechCrunch has learned. A person with knowledge of ...

SitusAMC, a company that provides back-end services for top banks and lenders, disclosed on Saturday a data breach it had discovered earlier this month that impacted customer data. As a real-estate ...