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Today In B2B: Revolut Debuts New Business Feature; MonetaGo Targets Trade Finance Fraud

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Plus, Pioneer Bank sues over MyPayrollHR scandal, Procurement Partners secures new funding, and ImagineTime partners on FinTech for accountants. Procurement Partners , which works on procure-to-pay services for healthcare providers, has received an investment from Serent Capital , according to a press release.

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Giving B2B Dental Payments A Digital Treatment

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The firm provides administrative and general business operation support services to the Aspen Dental-branded network of dental practices. Schoen said that dental practices and insurers that use legacy, paper-based methods to deal with claims, send payments and handle accounts receivable (AR) can face many frictions.

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Leveraging Structured Notes To Differentiate A Solo Practice

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For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. So, what tools or platform or manager are you using just to handle account?

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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. cash management programs ). While SECURE 2.0 How advisors can help their clients turn their HSAs into wealth-building machines.

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