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 ...

Learn how to use financial data to make smarter business decisions, improve profitability, and reduce risk with clear, ...

Access to reliable financial data is an essential part of an advisory firm’s operations. Accurate information helps you make smart investment decisions, ensure regulatory compliance, and fulfill your ...

Critics say the scope established in the agency’s systems of record notice “is an astonishing and dramatic departure from prior Treasury practice.” ...

After doing some consulting for Microsoft to develop protections against zero-day exploits, software engineer Joran Dirk Greef worked with Coil, a web monetization startup in San Francisco, to help ...

The power of seamless data consolidation creates a better advisor and client experience. The Direct Advisory Suite platform and ByAllAccounts, by working together, eliminated the fragmented user ...

Today’s financial institutions depend on databases with no room for error. A single unsafe query, or accidental production change can trigger outages, inaccurate ...

Perceptions build over time, and sometimes, they linger long after the facts have changed. ByAllAccounts, part of Morningstar Wealth, has been in the financial data aggregation business since 1999. We ...

A new report from McKinsey shows that the financial data and markets infrastructure industry is thriving and has been since 2018. Analysts say, though, that disruptions are on the horizon. Processing ...

No matter how much you may trust AI for its advice and research, experts say there’s one thing you should never share with a chatbot: your financial data. In a recent Money project, our staff graded ...