Voyant has added three new financial planning and modeling tools focused on retirement planning to its financial wellness and wealth management software. These retirement planning...
The modern CFO is no longer just a financial gatekeeper. They are financial goal-scorer, expected to be a strategic partner to the CEO and other...
Klarna has joined forces with the Money Adviser Network (MAN) to enable its customers in the United Kingdom to get fast, free debt advice. The buy now, pay...
American Express and Vanguard are opening their financial advice service to more consumers. Launched last year, INVEST for Amex by Vanguard gives American Express customers...
Savvy organizations are increasingly turning to the CFO office to drive operational resiliency across departments. In the face of market conditions such as inflation, supply...
JPMorgan Chase said it was defrauded when it bought college financial planning platform Frank. Bloomberg reported Wednesday (Jan. 11) that the bank has brought a...
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...
At the start of 2020, chief financial officers and their finance teams were going about business as normal, developing forecasts on a yearly or periodic...