All business processes in the banking industry contain quite some specific business logic. Rather than coding this aggregated in one business application, it is wise to setup separate components for ...

Assets under management (AUM) reflects the total market value of investments held under management by an individual, fund, institution, or financial advisor. Assets under management (AUM) is the total ...

CEO of Acumatica, a fast-growing cloud ERP company. John has nearly 30 years of industry leadership in cloud services. In talking with our small and midsize customers, I have found that businesses don ...

Financial management refers to directing, organizing and control of commercial operations such as procurement and disbursal of revenue from the individual or business. It also includes the application ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

Almost everyone can benefit from the help of a financial professional, whether you're budgeting, filing taxes or managing your investments. The question is what type of professional you should work ...