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 80

Planning Compliance Technology Startups 80

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 87

Communication Tax Planning Technology Planning 87

CFO News Room

DECEMBER 5, 2022

Welcome to the December 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.

Planning 130

Planning Technology Valuation Communication 130

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

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 82

Valuation Compliance Practice Management Technology 82

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 88

Startups Technology Investments Planning 88

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

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 88

Planning Technology Leverage Investments 88

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) 78

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

CFO News Room

JANUARY 25, 2023

As readers know, I stan for Covid nasal sprays, whether as prophylactics or vaccines (see here and here , plus many mentions in Links and Water Cooler). So I figured it was time for another look, because “science is popping.” I should say right away that the headline is a bit deceptive. Here is the problem statement.

Benchmarking 130

Benchmarking Construction Manufacturing Investments 130

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 71

Advertising Planning Technology Investments 71

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 77

Compliance Planning Technology Finance 77

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) 74

Financial Planning and Analysis (FP&A) Planning Finance Technology 74

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 71

Planning Technology Compliance Numbers 71

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 77

B2B Planning Technology Investments 77

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 86

Valuation Planning Technology Investments 86

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! niche) clientele.

Technology 74

Technology Numbers Banking Marketing 74

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 80

Technology Planning Sales Numbers 80

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 65

Compliance Communication Startups Technology 65

Future CFO

JUNE 5, 2023

The post The CFO role: What are the latest changes? The CFO role continues to evolve, with the new generation of finance leaders driving broader view of business performance and purpose, said ACCA recently. Key findings According to ACCA, there are three key findings about the CFO role from the joint research. appeared first on FutureCFO.

CFO 52

CFO Finance Economics Accounting 52

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) 66

Financial Planning and Analysis (FP&A) Technology Accounting Investments 66

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

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

OCTOBER 21, 2020

But PayPal’s latest launch looks to take some of the uncertainty out of the deal by allowing the merchant to accept crypto payments while still settling all cryptocurrency transactions in fiat currency. And starting in 2021, they will be able to spend their crypto caches with any of the 26 million merchants currently accepting PayPal.

Currencies 131

Currencies Accounting Banking Sales 131

PYMNTS

DECEMBER 22, 2020

Peloton , the leading maker of connected fitness products, has moved to resolve its manufacturing and order backlog problem by acquiring Finland’s Precor for $420 million. In a statement, Peloton said it will add 625,000 square feet of domestic manufacturing space as well as a team of about 100 research and development employees. Delivery Delays.

Manufacturing 105

Manufacturing Planning Marketing Retail 105

Anaplan

MARCH 28, 2022

Sales Management Association (SMA) survey reveals importance of sales planning but few excel.

Sales 52

Sales Planning Marketing 52

PYMNTS

JULY 29, 2020

That would be terrific news, Kount Chief Customer Experience Officer Rich Stuppy told PYMNTS in an interview, except for one thing: fraudsters love seeing consumer-centric innovations because those present fresh access points for ill-gotten gains. But he added that fighting fraud isn’t about building the highest possible wall.

Securities 86

Securities eCommerce Numbers 86

PYMNTS

FEBRUARY 14, 2017

As it turns out, hospitality is the latest industry to experience a technology boom. Keyless entry is reportedly one of the latest projects for Hilton’s tech employees. Keyless entry is reportedly one of the latest projects for Hilton’s tech employees. The tech trend in hospitality is global. human) experience.

Communication 48

Communication Technology Securities Retail 48

CFO Dive

APRIL 18, 2024

The restructuring is the latest round of layoffs by Alphabet as the company looks to funnel more than $100 billion into AI projects.

Restructuring 296

Restructuring Finance 296

CFO Dive

MAY 1, 2024

Amazon is the latest tech giant whose hefty AI spending has been rewarded by Wall Street in the current earnings season. Meta has been an exception.

CFO 225

CFO 225

Bramasol

NOVEMBER 6, 2022

SAP Revenue Accounting and Reporting (RAR) provides market leading capabilities within the overall Automated Revenue Management portfolio of solutions, which are available in the SAP S/4HANA enabled Intelligent Enterprise. So please submit your questions in the registration form and/or bring them to the live webinar session. Register Now!

SAP 91

SAP Accounting Marketing 91

CFO Dive

MAY 13, 2024

The terms of Allen Weisselberg’s $2 million severance agreement are under a spotlight once again as Trump’s latest legal battle with New York state unfolds.

CFO 162

CFO 162

PYMNTS

JANUARY 9, 2020

Sometimes, a technology takes longer than expected to find its footing in a market. The ATM card, for example, was around for quite a while — since the early 1960s — before it fell into common use among U.S. For the first few years it was out there, consumers complained that getting money from a machine instead of a teller felt too impersonal.

Retail 53

Retail Technology Sales Communication 53

PYMNTS

JANUARY 8, 2020

Auto sales are driving retail trends, as online marketplace and auction site eBay has released a new eBay Motors app. At the same time, Carvana , a firm that allows consumers to browse and purchase vehicles online, has added a new virtual financing option. All this, Today in Data. 146: Number of markets where Carvana has next-day delivery.

Retail 52

Retail Numbers Finance Sales 52

PYMNTS

DECEMBER 2, 2019

And as Mitch Doust, executive vice president of the Americas at Cover Genius , recently discussed with Karen Webster, the opportunities are pretty significant. As recent PYMNTS research has confirmed, 58 percent of consumers would be more likely to buy retail products or spend more with merchants if insurance was offered at the point of sale.

Sales 57

Sales Retail Education eCommerce 57

CFO Dive

MARCH 19, 2024

The latest figures show that layoff activity in the tech sector may be far from over despite a huge drop after the first quarter of last year.

261

261