cybersecurity

Cybersecurity incidents impacting the wealth management industry continue to accelerate at an alarming pace. More than 100 financial services firms reported data breaches during just the first four months of 2026, already outpacing last year’s trajectory.

Best Practices for Responsible Adoption and Data Protection AI tools are quickly becoming part of day-to-day operations in advisory firms. They help capture meeting notes, draft marketing content, support research, and reduce friction in routine workflows. Used well, they can meaningfully improve consistency and efficiency. That said, approving an AI tool is not just a technology decision. It is a vendor decision.

Privacy Starts with Cybersecurity Data Privacy Week is observed each year during the final week of January, typically concluding on January 28. It traces its origins to Data Protection Day, which commemorates the Council of Europe’s 1981 Convention 108, the first international treaty focused on data protection.