CFO News Room

NOVEMBER 7, 2022

Welcome to the November 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! Executive Summary.

Compliance 130

Compliance Communication Planning Concentration 130

CFO News Room

DECEMBER 6, 2022

Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

PYMNTS

JULY 10, 2020

real estate industry reeling, with rising unemployment rates and a nationwide recession sending prices and home sales lower in certain markets. Prices will likely fluctuate for a while, but the pandemic may have significant long-term impacts on the industry, even after the market finds its footing. The pandemic has sent the U.S.

Communication 52

Communication Technology Marketing Sales 52

PYMNTS

FEBRUARY 1, 2021

In 2009, and over the decade that followed, the limitations of the tech meant that the most efficient way to do business was to hop on a plane to meet clients, get deals done and visit trade shows. The answer in 2009 was, probably not. The answer in 2021 is far less clear. Image credit: Bell Labs and [link]. And it was location-dependent.

B2B 138

B2B Technology Communication Entertainment 138

Onplan

NOVEMBER 30, 2022

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. Customer success — The service levels available and how convenient the implementation process is. The 10 best FP&A companies featured in this list are: OnPlan. Table of contents.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

PYMNTS

JULY 3, 2019

That holds true when it comes to the progress and growth of digital banking — something underscored by NCR with its recent acquisition of D3 Technology , an online and mobile banking specialist for the large financial institution (FI) market. Together, we can leverage them, and make them strong.”.

Banking 57

Banking Leverage Technology Sales 57