Dynasty Financial Partners today announced the appointment of Kevin Monaco as Business Development Officer, marking a significant step forward in the firm’s continued national expansion.

The Microsoft partner envisions helping FP&A teams to adjust strategies “without the weeks or months traditional planning requires,” an executive said.

The "holy grail" of mortgage assumption is that buyers can essentially bypass today's high interest rates in favor of a much ...

WorkFusion, a pioneer in AI agents for financial crime compliance (FCC), today announced it raised $45 million in funding. The round was led by Georgian, a growth-stage B2B investor helping companies ...

Helium 10, the leading software trusted by millions of sellers around the globe, today announced an original series called "Scale Stories," which gives viewers a behind-the-scenes look at how ...

GrowthCurve Capital has acquired PlanHub, a West Palm Beach, Florida-based software provider for commercial construction ...

Moving into a retirement home can feel like a big change in life. Taking control of finances can make the process less ...

Iris Finance , the AI-native financial planning and analysis (FP&A) platform purpose-built for companies that sell physical ...

In August 2024, a judge issued a ruling that mostly favored Ripple. The SEC lodged an appeal which could have dragged the legal battle on for several more years, but the Trump administration's pro- ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

A reader named John wrote to me with the scenario above, and my first thought was: They need a Sankey diagram.