A colleague recently asked me, “How do we move, as an industry, from being historians to being advisors?” I believe data analytics will play a major role in this transition. Data analytics is the ...

Celebrus, the global leader in first-party behavioral data and digital identity resolution, today announced the launch of AI ...

In an era where data is everything, understanding the intricacies of customer analytics is essential for businesses looking to stay ahead of the competition. The ability to dissect and use customer ...

PITTSBURGH--(BUSINESS WIRE)--Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications in the investment management ...

Turnkey asset management platform and adviser technology giant Envestnet announced Wednesday it is rolling out a new product, Insight Solutions, designed to give advisers a closer look into clients’ ...

WebCPA and Accounting Today s parent company SourceMedia has signed a strategic partnership with iLumen to offer a new online resource that will allow CPAs and other accounting professionals to ...

In today’s fast-evolving financial landscape, staying ahead means leveraging the latest technology to enhance client relationships. Orion Advisor Tech leaders Michael Stern and Mike Wilson share their ...

CHICAGO--(BUSINESS WIRE)--NielsenIQ (NIQ), the world’s leading consumer intelligence company, announced the launch of its new Strategic Analytics & Insights organization. By integrating Advanced ...

Some agency clients aren’t able to address important questions their marketing partners need answered in order to devise the best strategy to meet their needs. Luckily, analytics tools can help ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

Some clients don’t have the information their agency partners need to develop strong, effective marketing and advertising strategies. In these instances, Google Analytics can provide a wealth of data ...