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...
With an estimated 10,000 U.S. baby boomers turning 60 every day now, retirement concerns are a major source of worry for many Americans. While the...
Enterprise resource planning (ERP) and enterprise performance management (EPM) company insightsoftware has announced its acquisition of financial planning and tax software provider Longview, according to a...
When Honeyfi got off the ground in 2017, it had a pretty simple idea. Couples could better manage their financial lives if they had a...
Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required....
Variable annuities (VAs), a widely criticized retirement savings product, is coming back thanks to President Donald Trump and his administration, which is gearing up to get rid...