data

Review of ‘data ecosystem,’ including retention, in the works: Kriegler

Review of ‘data ecosystem,’ including retention, in the works: Kriegler

Timeline not yet established, CIRO boss says

By Michelle Schriver |April 21, 2026

2 min read

CIRO breach deadline reminder: Sign up for credit protection services

CIRO breach deadline reminder: Sign up for credit protection services

For affected registrants, the sign-up period is about to end; the deadline for investors is April 30

By Michelle Schriver |January 30, 2026

2 min read

With CRM3 around the corner, here’s how financial services firms are preparing

With CRM3 around the corner, here’s how financial services firms are preparing

Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

By Noushin Ziafati |December 29, 2025

7 min read

Managing identity-theft risk after CIRO data breach

Managing identity-theft risk after CIRO data breach

Tips for financial advisors — and for clients affected by other breaches

By Michelle Schriver |December 4, 2025

7 min read