A new J.D. Power analysis suggests that when it comes to meeting the needs of financial advisors, the websites of many asset managers are barely scraping by. Released last week, the 2023 J.D. Power ...

While various types of technology continue to be a resource for advisors, many advisors say asset management websites are not one of them. Results released Thursday from a J.D. Power survey of 2,500 ...

A recent study found that wealth management clients expect a more personalized digital experience when it comes to mobile apps and websites. J.D. Power's 2024 U.S. Wealth Management Digital Experience ...

New J.D. Power rankings of customer satisfaction with financial websites and apps credits top performers with sleek and ...

CEDAR FALLS, Iowa--(BUSINESS WIRE)--T8 Webware, a provider of Web development, management and hosting services for the financial industry, today announced that Dubuque, Iowa-based Heartland Financial ...

TROY, Mich.--(BUSINESS WIRE)--A combination of industry consolidation, shrinking margins and digital transformation have moved the heavy lifting of investment advisor education and relationship ...

Financial management is one of the most important responsibilities of owners and business managers. They must consider the potential consequences of their management decisions on profits, cash flow ...

It was less than a decade ago that websites were viewed as yesterday’s news. Yes, financial advisors needed to have a web presence, but most of these sites were static and had minimal impact on client ...

I rolled my eyes when Bill Harris pitched Personal Capital to Finovate Fall last week. He described how his financial advisory firm, which has a slick website, will revolutionize money management.

Our online Graduate Certificate in Government Financial Management is a great alternative if you aren't quite ready to pursue a complete master's program. By completing only four online courses as a ...

The Financial Planning Association (FPA) has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions. The new site - ...