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, ...

What Is Data Gathering in Financial Planning? Data gathering in financial planning refers to the process of collecting and analyzing relevant financial information about a client, including their ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

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 ...

Primary research is the process of gathering data directly from original sources as opposed to collecting information from research that others have done. Information can be obtained by observation, ...

While businesses have long used data to drive decision-making, sophisticated software and cutting-edge AI tools are enabling an unprecedented level of data access and analysis. Gartner, Inc. projects ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

I’m sure you all agree that all decisions are not the same, with some being strategic for your future, and others required due to daily operational crises. For some, data collection and analysis is ...

The electric utility industry is undergoing a major transformation driven by new sources of energy generation (solar and wind power), consumer demand for faster and more affordable services, cyber ...