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 ...

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 ...

TD Ranks Highest in Wealth Management Digital Experience Satisfaction in Advised Investor Segment, Wealthsimple Ranks Highest in DIY Investor Segment TORONTO — Sleek design, intuitive investing tools ...

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

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