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 C-suite executives, helping to drive the company’s growth and profitability. “The digital adoption has quite a bit of impact on...
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 later (BNPL) service will alert its customers the debt advice services available from members of MAN, which is provided by...
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 digital financial planning and investment management guidance. The program was previously open to users who funded an account with $10,000,...
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 chain disruptions and frothy capital market volatility, the role of finance and accounting teams is expanding to oversee cross-departmental coordination...
July 28, 2023
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 C-suite executives, helping to drive the company’s growth and profitability. “The digital adoption has quite a bit of impact on the finance department,” Manish Jaiswal, chief product and technology officer at […]
January 13, 2023
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 chain disruptions and frothy capital...
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 —...
October 08, 2020
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 market to serve affluent individuals...
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. These retirement planning simulations are designed to help financial advisors illustrate complex solutions with the click of a button, providing greater visibility and clarity and helping their clients make informed decisions, the company […]
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. The buy now, pay later (BNPL) service will alert...
February 22, 2023
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 digital financial planning and investment...
January 11, 2023
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 lawsuit against Frank founder Charlie...
