Some RIA firms that assemble their RIA tech stack may also choose to add something relatively new – risk analytics software – as part of their practice. As it helps assess and manage industry-specific ...

One analysis showed participant costs were substantially lower – 8% below an employer client's general adult population and ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Accounting combines three things many people enjoy: problem-solving, money, and working with people. And thanks to the use of data analytics in accounting, these parts of the job are more exciting, ...

In the course of nearly 30 years of collecting data about consumer spending patterns, Experian plc has amassed detailed information on more than 1 billion people and 25 million U.S. businesses. As one ...