Advisors, no matter the size of their firms, should consider platforms where they have the option to pair big data analysis with account aggregation. “If I am building a financial portfolio for ...

Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

As a longtime investment advisor, I have never walked into my office and thought, “Finding clients is so easy.” Our industry is competitive, and clients are difficult both to engage and to retain. A ...

In today’s digital world, data is king. With the power to unlock important insights and inform decisions, data is increasingly critical, and federal agencies are prioritizing it as such. GovCon Wire ...

A study conducted by Dell EMC in 2014 estimated that we would reach 1.7 megabytes of data produced for every person, every second in 2020. This is a daunting amount of data for companies to manage, ...

The ability to aggregate information across disparate data sources is the foundation of population health management. However, there are a variety of steps needed to fully aggregate data — steps which ...

Big data offers a number of business advantages. It can help an organization understand the customer experience, predict churn, target specific customer groups and respond to population-wide trends ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Account aggregation is a financial management tool that consolidates data from multiple ...