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 ...

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 ...

CEO of Acumatica, a fast-growing cloud ERP company. John has nearly 30 years of industry leadership in cloud services. In talking with our small and midsize customers, I have found that businesses don ...

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 ...

The World Bank's definition of a financial management information system, or FMIS, is simply the automation of financial operations. With that definition in mind, there are plenty of database ...

Finance and financial management encompass numerous business and governmental activities. In the most basic sense, the term finance can be used to describe the activities of a firm attempting to raise ...

Financial management refers to directing, organizing and control of commercial operations such as procurement and disbursal of revenue from the individual or business. It also includes the application ...

Coming from a background as a professional wrestler and designing the silliest of logos—even a logo for a wrestler named “Dashing Rock Ripper”—the financial advisor design spectrum can come across as ...

TROY, Mich.: 20 Nov. 2025 — Does your wealth management website or mobile app look more like a Wall Street trading floor than a boring corporate brand page? It’s no accident. According to the J.D.

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...