Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 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!

Leadership 84

Leadership Planning Technology Numbers 84

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 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!

Planning 84

Planning Compliance Technology Startups 84

CFO Dive

NOVEMBER 8, 2022

With Sagence, PwC’s fourth acquisition in 18 months, the Big Four firm gains expertise in AI and data science as it continues its tech buying spree.

254

254

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 91

Communication Tax Planning Technology Planning 91

CFO Dive

SEPTEMBER 11, 2023

The cash-strapped e-scooter company is tapping Joseph Prodan to take its top financial seat as it faces the threat of potential bankruptcy.

CFO 232

CFO 232

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 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!

Valuation 86

Valuation Compliance Practice Management Technology 86

Nerd's Eye View

SEPTEMBER 4, 2023

Welcome to the September 2023 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!

Startups 92

Startups Technology Investments Planning 92

CFO Dive

FEBRUARY 23, 2023

Companies are looking to internal candidates to fill both interim, and possibly permanent, CFO positions as they face a shortage of qualified CFOs.

CFO 224

CFO 224

CFO Dive

OCTOBER 18, 2022

Nordstrom’s CFO is stepping down as retail financial leaders battle profit pressures, a glut of inventory and rising costs.

CFO 237

CFO Retail 237

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 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!

Planning 92

Planning Technology Leverage Investments 92

Nerd's Eye View

AUGUST 7, 2023

Welcome to the August 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, underlying trends, and developments that are emerging in the world of technology solutions for financial advisors!

Financial Planning and Analysis (FP&A) 82

Financial Planning and Analysis (FP&A) Planning Technology Compliance 82

CFO Dive

DECEMBER 20, 2023

Unexpected changes in large language model behavior could disrupt the rest of an organization’s software or data science pipeline, researchers say.

130

130

CFO Dive

SEPTEMBER 28, 2022

PayPal alum Robert Mitchell will take the remittance platform’s financial helm as it looks to foster further growth after reaching profitability during the first half of 2022.

CFO 290

CFO 290

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 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!

Advertising 75

Advertising Planning Technology Investments 75

Nerd's Eye View

MARCH 6, 2023

Welcome to the March 2023 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!

Compliance 81

Compliance Planning Technology Finance 81

Nerd's Eye View

APRIL 3, 2023

Welcome to the April 2023 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!

Financial Planning and Analysis (FP&A) 78

Financial Planning and Analysis (FP&A) Planning Finance Technology 78

Nerd's Eye View

FEBRUARY 6, 2023

Welcome to the February 2023 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! For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 82

B2B Planning Technology Investments 82

CFO Dive

JANUARY 5, 2023

The online personal styling service announced it will reduce its workforce by about 20% in a company-wide memo from founder Katrina Lake.

162

162

Nerd's Eye View

JUNE 5, 2023

Welcome to the June 2023 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!

Planning 75

Planning Technology Compliance Numbers 75

Nerd's Eye View

JANUARY 2, 2023

Welcome to the January 2023 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!

Technology 78

Technology Numbers Banking Marketing 78

Nerd's Eye View

OCTOBER 3, 2022

Welcome to the October 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!

Valuation 90

Valuation Planning Technology Investments 90

Nerd's Eye View

AUGUST 1, 2022

Welcome to the August 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!

Technology 84

Technology Planning Sales Numbers 84

CFO Dive

AUGUST 18, 2022

PerkinElmer and 20-year GE alum James Mock will serve as CFO for biotech Moderna, ending the search for a permanent financial head after the ousting of one-day CFO Jorge Gomez.

CFO 147

CFO 147

CFO Dive

MAY 27, 2022

WeWork's C-suite has been grappling with a revolving CFO door: Andre Fernandez is its third finance chief since March 2020.

CFO 182

CFO Finance 182

PYMNTS

OCTOBER 30, 2020

Maybe it’s a byproduct of that which shall not be named — by which we mean the pandemic — but PYMNTS’ Provider Rankings have been remarkably calm and unwavering throughout 2020, including our latest Provider Ranking of Personal Loan Apps , a category of intense interest. The Top Five. 1 with its borrowing, saving and investing app.

Investments 113

Investments 113

Nerd's Eye View

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!

Compliance 68

Compliance Communication Startups Technology 68

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 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!

Financial Planning and Analysis (FP&A) 69

Financial Planning and Analysis (FP&A) Technology Accounting Investments 69

CFO Dive

FEBRUARY 11, 2022

The software-as-a-service (SaaS) company has had to navigate a few tussles in public — and a crucial one is coming up.

130

130

CFO Dive

AUGUST 25, 2022

Departing Qurate Retail Group CFO Jeffrey A. Davis will move into the top financial seat for Dollar Tree as the discount retailer revamps its C-suite and board after cleaning executive house.

CFO 130

CFO Retail 130

Future CFO

JULY 10, 2022

The latest internal control challenges include skilled staff shortage, technological advances, and the lack of executive emphasis, according to a recent report by ACCA, the Internal Audit Foundation (IIA), and Institute of Management Accountants (IMA). The post The Three latest internal control challenges appeared first on FutureCFO.

Auditing 52

Auditing Economics Technology Accounting 52

Future CFO

JUNE 5, 2023

The post The CFO role: What are the latest changes? “The perception of the CFO and the finance team needs to change from being Dr No to Dr How,” Webb noted. It’s s pleasing to see how many finance teams are working towards this agenda”. appeared first on FutureCFO.

CFO 52

CFO Finance Economics Accounting 52

Financial Analyst Insider

JANUARY 27, 2022

The post Exploring the Crypto Market’s Latest Surge appeared first on Financial Analyst Insider. While Bitcoin (BTC) may have led a crypto market price surge at the beginning of November, the sector has since experienced a slight decline amid.

Financial Analyst 52

Financial Analyst Marketing 52

PYMNTS

APRIL 20, 2020

PYMNTS’ latest consumer poll, fielded on April 11, sampled more than 8,000 U.S. percent on March 17,” the latest coverage shows , “meaning that the number of people in this group has more than tripled in the last month, and as the death toll in the U.S. That latest finding is almost nine points higher than the March 27 response.

Economics 73

Economics Numbers 73

Future CFO

DECEMBER 6, 2022

When it comes to the latest trends of fraud, LexisNexis Risk Solutions warned that fraud keeps surging as digital transactions dominate the global marketplace. The latest surge in scams shows how the fraud landscape will continue to morph,” said Stephen Topliss, vice president, fraud and identity, LexisNexis Risk Solutions.

eCommerce 52

eCommerce Accounting Retail 52

PYMNTS

MAY 6, 2020

The size of this latest round was not disclosed. FinTech payments startup Nium , based in Singapore, is getting a new round of funding led by new investors Visa and BRI Ventures. Nium, formerly known as InstaReM, has closed four funding rounds totaling $59 million since it was founded in 2014.

Startups 102

Startups Investments eCommerce Marketing 102

PYMNTS

APRIL 14, 2020

The latest PYMNTS Provider Ranking of restaurant order aggregators reveals a great deal of new investment and expansion activity reshaping the sector virtually in real time, with perhaps the biggest story in this month’s update being Swiggy , which leaped up five spots to land at No. 13 on the latest PYMNTS Provider Ranking of aggregators.

Investments 69

Investments Marketing 69