Vena says the acquisition will expedite its move into “orchestrated planning,” which “aligns finance-led planning and ...

Vena, the only complete FP&A platform powered by agentic AI and purpose-built to amplify the Microsoft technology ecosystem, ...

The Gothenburg-based company Fintower recently closed an oversubscribed seed round that attracted both new and existing ...

Replacing spreadsheets with a dedicated FP&A platform has saved time and improved collaboration at specialty insurance provider Safety National.

For $20 a month, Anthropic’s Excel extension taps Moody’s and S&P data feeds, helping analysts cut manual work and reduce ...

Use Copilot to get more out of Excel. Also, Home Depot releases an AI app for customers, Gusto introduces integration with ...

Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators ...

Hailing from the wholesaler world, Greg Sykora developed strong relationships with financial advisors by solving problems and delivering good service.

The district serving 13,800 students will "embrace a needs-based approach." ...

Smart money management isn't about portfolio balance alone. These practical, oft-overlooked habits show you're handling money ...

Q4 2025 earnings call recap: new CEO’s digital/AI push, loan performance trends, market share risks, and outlook—read now.

Many social media influencers are making millions of dollars and letting it sit in their checking accounts. Advisor Natasha Howe is teaching some female influencers how to put that money to work.