Access to reliable financial data is an essential part of an advisory firm’s operations. Accurate information helps you make smart investment decisions, ensure regulatory compliance, and fulfill your ...

Perceptions build over time, and sometimes, they linger long after the facts have changed. ByAllAccounts, part of Morningstar Wealth, has been in the financial data aggregation business since 1999. We ...

While online banking has made customers expect top-notch services at hand regardless of time and location, embedded finance and open banking have set the bar even higher. With embedded finance, the ...

Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, and enhancing data from diverse institutions to ...

Learn how strategic financial management drives long-term success, maximizes shareholder value, and ensures profitability through informed decision-making.

Today’s financial institutions depend on databases with no room for error. A single unsafe query, or accidental production change can trigger outages, inaccurate ...

Legal software developer SurePoint announced the release of a platform unifying practice and financial management and market intelligence tools. The new platform includes an updated financial ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Earlier this year, I explained how a new federal law, the Financial Data Transparency Act (FDTA), will require states and localities to prepare financial information in machine-readable forms. Since ...

The Council today reached an agreement on a proposed framework for Financial Data Access (FIDA) that aims to open the access of financial institutions to each other’s customer data. Better data ...

Now in its seventh year, CNBC's Financial Advisor 100 list recognizes the best financial advisors and top firms. For 2025, CNBC's top-ranked firm is Parsons Capital Management, based in Providence, ...