Missouri is the latest state to warn advisors about using popular wealth technology platforms that access client assets held in accounts such as 401(k) plans and banks. In a letter sent to over 40 ...

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 ...

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, ...

If putting all your financial information online and in one place sounds like a good idea, there are many companies-often called data aggregators-ready to help you organize your financial life.

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, ...

An increasing number of industries are turning to data aggregation and analysis to improve their operations. Data aggregation services are an investment that pay for themselves over time, with the ...

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, ...

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 ...