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 ...

CEDAR FALLS, Iowa--(BUSINESS WIRE)--T8 Webware, a provider of Web development, management and hosting services for the financial industry, today announced that Dubuque, Iowa-based Heartland Financial ...

Expert Consumers' 2025 review concluded that QuickBooks' comprehensive financial ecosystem, AI automation, and accessible interface make it a top performer in the current software landscape. The ...

Financial management refers to directing, organizing and control of commercial operations such as procurement and disbursal of revenue from the individual or business. It also includes the application ...

The intersection between financial advisors and their clients, Investopedia offers inspiration and resources to help financial advisors have more productive conversations with their clients. How I'm ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Finance and financial management encompass numerous business and governmental activities. In the most basic sense, the term finance can be used to describe the activities of a firm attempting to raise ...

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.

Managing the finances of a domestic company is difficult enough by itself. Now add the challenges and complexities of the finances involved with a multinational corporation, and you've got a full ...