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 ...

Richard Busillo, the CEO of RTD Financial Advisors, is a mentor at the annual FPA residency program for newly minted CFP certificants. At one of the training sessions, he described to his students the ...

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, ...

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 ...

Data collection is the process of gathering and measuring information used for research. Collecting data is one of the most important steps in the research process, and is part of all disciplines ...