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, ...

Coming up with an investigative piece is one thing, but to publish one in fine print requires a long list of data-gathering processes that comes with more than just unveiling a problem dressed in ...

Interview on Ontada research presented at ISPOR 2024. Use of real-world data in research demands that data pulled from electronic health records are accurate. New research from Ontada shows how doing ...

In an announcement on Friday, the firm stated that it has made enhancements to its Smart Forms offering, which the company said will help users streamline the new data collection and reporting ...