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, ...

DBeaver is a free, open-source, cross-platform SQL client and database administration tool. It is designed to support a wide variety of SQL and NoSQL databases, including MySQL and PostgreSQL. Its key ...

The most sophisticated business presentation will lose its impact if the client experiences information overload and doesn't understand what to do next. So, the fastest way to make data actionable is ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...