Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Account aggregation is a process in which data from many—or all—of an individual's or ...
First Interstate BancSystem Inc. is joining the growing pack of banks and brokerage firms that use online account aggregation technology, which lets customers log on to a single screen to access data ...
The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...
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