The age of the one-size-fits-all balance sheet-crunching CFO is quickly becoming a relic of business history. Get the Full Story Complete the form to unlock...
Voyant has added three new financial planning and modeling tools focused on retirement planning to its financial wellness and wealth management software. Get the Full...
The modern CFO is no longer just a financial gatekeeper. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...
Klarna has joined forces with the Money Adviser Network (MAN) to enable its customers in the United Kingdom to get fast, free debt advice. Get the Full Story...
American Express and Vanguard are opening their financial advice service to more consumers. Get the Full Story Complete the form to unlock this article and...
Savvy organizations are increasingly turning to the CFO office to drive operational resiliency across departments. Get the Full Story Complete the form to unlock this...
JPMorgan Chase said it was defrauded when it bought college financial planning platform Frank. Get the Full Story Complete the form to unlock this article...
Brex, a provider of financial software and services geared for startups, Tuesday (April 19) announced it has acquired Pry Financials, a financial modeling platform oriented...
We all know the standard financial planning tableau: The smart office containing the eminent adviser, holding the leather-bound folio of the future containing “The Plan.” The lifetime...