Two recent surveys are providing critical insights on ways that financial advisors are using to grow and scale their businesses. The first is the Envestnet 2024 Advisor Perspectives Survey, which ...

Variation in the quality of financial accounting reporting can explain more than 10 percent of the dispersion in productivity across private US firms.

In professor Jessica Berrett’s Nonprofit Financial Management class at the University of Colorado Colorado Springs, graduate students from the College of Public Service compiled a list of best ...

Both clients and advisors have found AI to be a helpful tool, but not one best suited for every job. Processing Content That was among the findings of the recent 2024 Investor Survey: Insights for a ...

Treasury issues an AI Lexicon and sector-specific risk management framework to guide responsible AI adoption across financial institutions.

In today’s fast-paced business world, the standards for corporate financial accountability are higher than ever. Stakeholders, investors, and regulators are demanding transparency, accuracy, and ...

The integration of sustainability and environmental, social and governance (ESG) factors has become crucial for modern businesses across various industries. Financial leaders have recognized the ...

This article explores how a mortgage preapproval works, highlighting the benefits and drawbacks, and lists key best practices to help you use it wisely.

With growing links between psychology and financial planning, there are beginning to be a lot of terms to describe that field, Morningstar Senior Behavioral Researcher Samantha Lamas said. All of ...