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, ...

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, ...

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 ...

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 ...