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 ...

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 ...

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’ ...

Be the face of an iconic name. Work directly with Bloomberg clients to help them see and act upon new opportunities for their business. Partner with product developers to improve and expand our ...

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 ...

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 ...

Apexus Tech said large language models are being incorporated into its daily research processes to support financial analysis and information review. The models help research analysts review and ...

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 ...

Accounting combines three things many people enjoy: problem-solving, money, and working with people. And thanks to the use of data analytics in accounting, these parts of the job are more exciting, ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Discover how predictive analytics uses data-driven models like decision trees and neural networks to forecast outcomes and ...