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 ...

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 ...

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In our view, being named a Leader again for cloud financial management is a testament to the strength of our vision and the progress of Flexera’s FinOps portfolio,” said Jay Litkey, senior vice ...

I rolled my eyes when Bill Harris pitched Personal Capital to Finovate Fall last week. He described how his financial advisory firm, which has a slick website, will revolutionize money management.

Long before personal financial management websites like Mint ever existed, credit unions and banks began offering holiday-related products meant to remove mental math from gift giving and travel ...

It’s been over six years since there’s been a permanent official in charge of governmentwide financial management and former officials say this role is a very important one. The last permanent ...