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 ...

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 ...

Expert Consumers' 2025 review concluded that QuickBooks' comprehensive financial ecosystem, AI automation, and accessible interface make it a top performer in the current software landscape. The ...

The intersection between financial advisors and their clients, Investopedia offers inspiration and resources to help financial advisors have more productive conversations with their clients. How I'm ...

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 ...

Financial management refers to directing, organizing and control of commercial operations such as procurement and disbursal of revenue from the individual or business. It also includes the application ...

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 ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...