financial planning

Argyle, Stytch, and Unit Collaboration Presents a Modern Command Center for Personal Banking That Improves Customer Experience, Increases User…

State already seeing strong increase in students applying for federal financial aid with the support of Oracle Student Financial Planning In 2021, an…

LifeYield announces the release of LifeYield Retirement Income Sourcing, its latest tax-efficient and Social Security optimization service for…

LogicGate, a leading provider of transformative risk and compliance solutions, names Kara Smith as CFO and Caroline Werner as CPO. In their roles,…

FinancialForce Planning empowers teams to run a connected business FinancialForce, the leading provider of customer-centric business applications…

DataRails, the financial planning and analysis (FP&A) platform for Excel users, announced that it has raised $50 Million in Series B funding. The…

Arcfield announced that it has named Lori Becker as chief financial officer (CFO) and Mike Smith as chief security officer (CSO). Both Becker and…

-Midwest Bank, a locally-owned community bank, providing loans, mortgages, financial planning and investment services throughout central Illinois, has…

Khalid Parekh, Founder & CEO of FAIR Bank and AMSYS, Accepted into Forbes Finance Council Khalid Parekh, Founder & CEO of FAIR Bank and…

Followed by naming Planful a Hot Company to Watch in 2022, Nucleus Research recognized Planful as a Leader for its ease-of-use, flexibility,…