Almost a decade after publishing its BCBS 239 principles on data aggregation and reporting, banks are at different stages in aligning with these principles, according to a BCBS report published today.

A Unified Data Network for Modern Wealth 3 Ways ByAllAccounts Stands Out From the Competition Planning for the Future The Value of ByAllAccounts A Unified Data Network for Modern Wealth A Unified Data ...

Missouri is the latest state to warn advisors about using popular wealth technology platforms that access client assets held in accounts such as 401(k) plans and banks. In a letter sent to over 40 ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

Hitech BPO, a renowned BPM service provider from India, held a talk on core real estate data aggregation tasks and focus areas for 2022-2024. New tools and technologies are revolutionizing real estate ...