Over half, 66 percent, of 100 buy-side executives ranked data gathering as the most time-consuming hurdle to client communications and reporting. The SimCorp findings, which were commissioned by WBR ...

Healthy data collection is the process of collecting, organizing and utilizing data in a legal, honest and safe manner. It’s an approach to data that is in everyone’s interest. When a business has ...

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, ...

A new study reports on the development and implementation of digital survey methods that could replace a form of paper-based surveys, known as card studies, in clinic-based research. While card ...