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, ...

Healthy data collection is the process of collecting, organizing and utilizing data in a legal, honest and safe manner. It’s an approach to data that is in everyone’s interest. When a business has ...

The Pro Farmer Crop Tour‘s data-gathering methods are disciplined and produce consistent results. Results from the Tour have a big impact on Pro Farmer Newsletter’s annual crop production estimate ...