Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Primary research is the process of gathering data directly from original sources as opposed to collecting information from research that others have done. Information can be obtained by observation, ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Increasingly, physicians’ every action and outcome is measured and reported. The data-gathering process can be frustrating, and many clinicians are growing skeptical of its clinical value. For them, ...

SOUTHWICK — With the federal government releasing the funds needed for the design and engineering of a proposed dredging project for Great and Canal brooks, town officials were updated last week on ...