Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Meta has been facing a growing legal problem. The company makes most of its money from personalized ads, which of course rely on sucking up as much personal data as possible to determine which ads to ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. While businesses have long used data to drive decision-making, sophisticated software and ...

PreciseFP's wealthtech platform helps financial advisors onboard and manage clients in a faster, more efficient way LOS ANGELES, July 20, 2023 /PRNewswire/ -- PreciseFP, the award-winning client ...

Sarasota (Fla.) Orthopedic Association has implemented IDS’ data gathering and analytics tool to help gather patient feedback and monitor advances toward improving patient care, according to a news ...

Douglas McIntyre, Editor-in-Chief at Climate Crisis 24/7, reports that as federal support for weather services declines, private companies like Windborne Systems are stepping in with alternative ...