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 ...

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...

Wells Fargo Advisors Ranks Highest in Wealth Management Digital Experience Satisfaction in Advised Investor Segment, Robinhood Ranks Highest in DIY Investor Segment Does your wealth management website ...

It was less than a decade ago that websites were viewed as yesterday’s news. Yes, financial advisors needed to have a web presence, but most of these sites were static and had minimal impact on client ...

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 is one of the most important responsibilities of owners and business managers. They must consider the potential consequences of their management decisions on profits, cash flow ...

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.