Data Aggregation and Data Governance: Four Important Questions to Ask Before Sharing Data

Financial data aggregation compliance

The recent passing of the SECURE Act and, more recently, reports of improper sale of consumer data by financial data aggregators, have brought attention to the question of data governance and accountability in the Fintech industry. Financial data aggregation involves gathering data from disparate sources and presenting it in a single, comprehensive view. The power of data…

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Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney

Advisor Investments | Financial Planning | eMoney

Based in Newton, Mass., Adviser Investments helps clients achieve their unique goals and aspirations by combining investment management with financial planning. To build out their planning offering, in 2017, Adviser Investments acquired Braver Wealth Management, a firm with $1 billion in AUM and a focus on comprehensive financial planning. With Braver, the firm could offer…

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