How AI Deep Research Can Transform Biotech Financial Planning

According to Gartner, 58% of finance functions employed AI in 2024—a 21-percentage-point jump from the prior year. PwC ...
Morningstar

Impact of AI on Financial Data Aggregation

Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...
Forbes

Trump Administration Will Rewrite Rule On Access To Consumer Financial Data

Russell Vought, the acting head of the CFPB, has shifted course on the open banking rule. Instead of killing it, he wants to rewrite it. A federal judge on Tuesday granted a last minute motion by the ...
Governing

The Coming Fight Over Municipal Financial Data

Earlier this year, I explained how a new federal law, the Financial Data Transparency Act (FDTA), will require states and localities to prepare financial information in machine-readable forms. Since ...
Morningstar

Financial Data Aggregation: The Role of ByAllAccounts

A Unified Data Network for Modern Wealth 3 Ways ByAllAccounts Stands Out From the Competition Planning for the Future The Value of ByAllAccounts A Unified Data Network for Modern Wealth A Unified Data ...
Business Insider

Citizens Bank just gave businesses a less risky way to share their financial data

Banks can face security risks when customers share their financial data using third parties. Citizens Bank built a tool designed to let clients securely and efficiently share data. This article is ...