A new J.D. Power analysis suggests that when it comes to meeting the needs of financial advisors, the websites of many asset managers are barely scraping by. Released last week, the 2023 J.D. Power ...

A recent study found that wealth management clients expect a more personalized digital experience when it comes to mobile apps and websites. J.D. Power's 2024 U.S. Wealth Management Digital Experience ...

TROY, Mich.--(BUSINESS WIRE)--A combination of industry consolidation, shrinking margins and digital transformation have moved the heavy lifting of investment advisor education and relationship ...

Senior Data Engineer Ramadevi Nunna develops a secure web-based content management system to streamline financial ratings and editorial workflows for accuracy.

CEO of Acumatica, a fast-growing cloud ERP company. John has nearly 30 years of industry leadership in cloud services. In talking with our small and midsize customers, I have found that businesses don ...

Financial management is a process that enables a business to plan, direct, organize, monitor and control its current and future financial resources and events. It involves applying the basic ...

A handful of data analysis and account aggregation tools for advisers have come to market, highlighting how new technologies are being developed to make advisers more competitive with personal ...

The World Bank's definition of a financial management information system, or FMIS, is simply the automation of financial operations. With that definition in mind, there are plenty of database ...

Finance and financial management encompass numerous business and governmental activities. In the most basic sense, the term finance can be used to describe the activities of a firm attempting to raise ...