What is a cash management account? A cash management account (CMA) is a cash account often provided by brokerage firms and robo-advisors. CMAs are relatively new to the market, so their features are ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

A checking account is a bank account that’s designed to be the hub of your financial life. You should easily be able to ...

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Strategic account management is a process that allows a business to create a win-win alliance with its most significant customers. Businesses that choose to follow a strategic account management ...

In the last few decades, with the spread of globalization, many companies expanded their businesses to operate globally at either the supply side or demand side—or both. Take the example of Jane, an ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Editorial Note: Blueprint may earn a commission from affiliate partner links featured here on our site. This commission does not influence our editors' opinions or evaluations. Please view our full ...

Tom Blake is a full-time finance writer and blogger who specializes in covering the banking industry, side hustles and ways to make and save more money. His work has been featured in publications like ...