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Kitces & Carl Ep 100: Is Advisor Technology Really About Making Planning Faster… Or Better?

Nerd's Eye View

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

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2025: key trends to look out for in payments

Future CFO

Finance leaders, as 2024 comes into its wrap-up, now ought to look forward and plan ahead, and definitely get all the resources and research they can have to map out a blueprint for their organisation's future. Video-based shopping, which blends entertainment with transactions, offers a more interactive and engaging journey for buyers.

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Canal+ Buys African TV Group, As Telecom Deals Heat Up

Global Finance

Canal+ CEO Maxime Saada called the deal “a major step forward in our ambition to create a global media and entertainment company with Africa at its heart.” Canal+ also plans to expand across Asia through its stake in Hong Kong-based Viu. South Africa’s Competition Commission has authorized the deal valued at $1.9

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TripActions Adds Integrations For Microsoft, SAP And Others

PYMNTS

Among the enterprise resource planning (ERP) systems with which TripActions Liquid communicates now are NetSuite, Microsoft Dynamics, Sage Intacct, SAP and Xero, according to the release.

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Members’ Spotlight: Charles Westermeyer

CFO Talks

With fewer distractions and a refreshed mind, those early hours are perfect for planning, working on goals, or even getting in some exercise. I was drawn to the idea that strategic financial planning can drive success and growth, whether on a corporate or personal level. Waking up at 5 a.m.

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Demand For Books Surprisingly Outstrips Supply During Pandemic

PYMNTS

That perk-up is occurring at the same time the market is seeing similar growth in gaming, streaming and other home-based sources of entertainment as consumers remain in lockdown, first by statute and then by choice. But when it comes to home-based entertainment, consumers haven’t been afraid to go old school and read books.