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, ...

Ensuring data accuracy is a critical starting point for risk management. Multiple data sources can cause fragmentation, potentially increasing errors and inconsistency. With the size of financial ...

The ability to aggregate information across disparate data sources is the foundation of population health management. However, there are a variety of steps needed to fully aggregate data — steps which ...

OCHIN, a nonprofit health IT, research and data innovation organization, launched Acuere, a real-time data aggregation system that includes information on clinical, claims and social determinants for ...

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 ...

SAINT PETERSBURG, Fla. & CHICAGO--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory ...

Wealth is on the move. The massive influx of new and soon-to-be RIAs—combined with an estimated $84.4 trillion in generational wealth transfers through 2045—means the technology decisions wealth ...

The Texas State Securities Board issued guidance for investment advisers that use data aggregation services and third-party platforms in their advisory practices. The July 23 notice came in response ...

DALLAS & SAN FRANCISCO--(BUSINESS WIRE)--Healthmine, a leader in technology-enabled member engagement, member experience and rewards solutions for health plans, and Ciox Health, a Datavant company ...

Alternative data—generally, data generated as a byproduct of other business activities—has been the darling of hedge funds over the past half-dozen years. But after a blinding start, has the alt data ...

The writing has been on the wall for several years, but it has finally happened: Envestnet is selling its data aggregation and analytics subsidiary Yodlee a decade after its acquisition. The ...

First Interstate BancSystem Inc. is joining the growing pack of banks and brokerage firms that use online account aggregation technology, which lets customers log on to a single screen to access data ...