Registered investment advisory firms reached a record level of profitability and financial advisors notched new highs in productivity in 2024. But they can't rest on those laurels. "We've been ...

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, ...

When consumers can clearly see how their data is used, transparency replaces opacity. Privacy becomes an ongoing, active relationship, one where consent can be granted, monitored, and revoked, rather ...