While various types of technology continue to be a resource for advisors, many advisors say asset management websites are not one of them. Results released Thursday from a J.D. Power survey of 2,500 ...

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. Processing Content Released last week, the ...

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 ...

In business, the future can be unpredictable. As business leaders, we know that the road to success isn’t just paved with great ideas—it’s built on strong financial management. Long-term financial ...

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

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 ...