Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Hyperion System 9 Financial Data Quality Management is marketed as helping financial institutions lower the cost of compliance and improve the productivity of finance staff. In addition the software ...

Data management is the process by which businesses gather, store, access and secure data from business software solutions. Here’s what you need to know.

This article was written by Keith Bunnell, Global Head of Data Management Services at Bloomberg and is reproduced from A-Team Insight. Information has always been the lifeblood of the financial ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...