Financial Planning news and trends

Voyant Adds Retirement Planning Tools to Wealth Management Software
Personal Finance // March 26, 2024

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 Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional...

CFO Role Evolves From Tightening the Purse Strings to Data-Driven Decision-Maker
CFO // July 28, 2023

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 access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this...

Klarna Partners With Money Adviser Network to Offer Debt Advice
Consumer Finance // July 19, 2023

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 Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins...

Amex and Vanguard Expand Financial Advice Service
Personal Finance // February 22, 2023

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 enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today....

Interviews & Exclusives
New PropTech CFO: ‘The Capital Stack Is Everything’

February 04, 2025
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 this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By completing this form, you agree to […]

CFO Role Evolves From Tightening the Purse Strings to Data-Driven Decision-Maker

July 28, 2023
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 access to all PYMNTS content...

Holistic Alignment, Curiosity Drive Cash Flow Wins for CFOs

January 13, 2023
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 article and enjoy unlimited free...

Northwestern Mutual Thinks Outside The Box To Meet Consumers’ Real Financial Needs

May 21, 2021
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 plan for financial wellness —...

Quick Reads
Voyant Adds Retirement Planning Tools to Wealth Management Software

March 26, 2024
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 Story Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required. yesSubscribe to our daily newsletter, PYMNTS Today. By […]

Klarna Partners With Money Adviser Network to Offer Debt Advice

July 19, 2023
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 Complete the form to unlock...

Amex and Vanguard Expand Financial Advice Service

February 22, 2023
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 enjoy unlimited free access to...

JPMorgan Alleges Financial Planning Platform Frank Inflated Customer Base 

January 11, 2023
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 and enjoy unlimited free access...