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Data protection, privacy and disclosure are sometimes nothing more than business buzzwords.

But more often they represent a deep, enduring trend as technological advancements intersect with an increased vigilance regarding the use and ownership of personal information. Recent high-profile data breaches involving Facebook, Cambridge Analytica and Google (to name just a few) are shining an even brighter spotlight on issues like transparency and data protection. No industry is immune from this changing landscape – certainly not financial services, with its rigorous regulatory oversight, dependency on data collection and inherent reliance on third-party data providers, digital record-keeping and vendor management.

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Data Management for Today's (and Tomorrow's) Advisor 

Data protection, privacy and disclosure are sometimes nothing more than business buzzwords.

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