financial advisor

SMB Accountants Pull Data Integration To The Top Of Their Priority Lists
SMB Accountants Pull Data Integration To The Top Of Their Priority Lists
May 13, 2019  |  B2B Payments

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. In...

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What Payroll Innovation Says About Accountants’ Shifting Role
What Payroll Innovation Says About Accountants’ Shifting Role
April 19, 2019  |  B2B Payments

The shifting role of small business (SMB) accountants is largely driven by the increase in automated solutions available to business owners today. With machines now...

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Small Businesses At The Center Of Bots Vs Accountants
Small Businesses At The Center Of Bots Vs Accountants
January 09, 2019  |  B2B Payments

Behind many shifting trends in small business (SMB) financial services — the rise of FinTech service providers, the emergence of artificial intelligence (AI), even regulatory...

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How Accountants-Turned-Advisors Can Manage The FinTech Deluge
How Accountants-Turned-Advisors Can Manage The FinTech Deluge
December 18, 2018  |  B2B Payments

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the...

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Intuit’s Mint Updates iOS App With Data-Driven Insights
Intuit’s Mint Updates iOS App With Data-Driven Insights
August 27, 2018  |  Consumer Finance

To offer users actionable advice, Intuit’s Mint is updating its personal finance iOS Mint app with added benefits, new design features and data-driven MintSights™. The...

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Amazon And Fidelity Labs Launch VR Financial Advisor
Amazon And Fidelity Labs Launch VR Financial Advisor
May 16, 2018  |  Amazon

Amazon and Fidelity Labs have teamed up to create a digital financial advisor that people can interact with using a virtual reality headset. According to...

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Are Robo-Advisors The Autonomous Future Of Investments?
Are Robo-Advisors The Autonomous Future Of Investments?
May 18, 2017  |  Digital Banking

Robo-advisors are touted as the next big thing in digital banking and investments. For the May Digital Banking Tracker™, PYMNTS spoke with Dan Egan, director of Behavioral Finance and...

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NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
NEW REPORT: Will Investors Put Their Robo Assets On The Robo-Line?
May 17, 2017  |  Digital Banking

From automation to mobile-first institutions and solutions, disruption is the new normal for the digital banking space. Financial institutions have rolled out a handful of...

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