A concentration account aggregates funds from various accounts into one to enhance cash management efficiency. Learn its purpose, benefits, and precautions against misuse.

Account managers have long been seen as essential. But in many cases, they’re unintentionally creating friction instead of ...

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 ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Cash management accounts (CMAs) offer a combination of ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. A managed account is an investment account owned by an individual ...

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Business Insider's personal finance team found that the Webull Cash Management Account is a standard option for earning interest. If you compare it to the best high-yield checking accounts, you might ...

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 ...

Cash management accounts can be a good alternative to traditional banking if you're looking for a convenient way to manage your money. These accounts combine the best of both a checking and savings ...

An account manager in a technology company is an important member of the sales and marketing team. Unlike sales representatives, whose primary role is to sell to customers, account managers are ...

The medtech marketplace has experienced drastic changes in recent years. Economic forces have accelerated on hospitals, forcing them to become more cost conscious. Hospital purchasing has become more ...