financial planning

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,…

PCS Software, a CapStreet portfolio company and a leading AI-powered transportation management platform provider for shippers, carriers, and…

PlannerDAO Co-Founder Steve Larsen, CPA, CFP announces a revolutionary digital asset index to pave the way for greater cryptocurrency access and…

Unit4, a leader in enterprise cloud software for people-centric organizations, announced that Matthew Bagley has been named Chief Financial Officer.…

Vera Bradley, a leading American iconic lifestyle brand, has partnered with Impact Analytics, a provider of AI driven unified retail solutions, to…

Valkyrie Funds, LLC, an emerging investment manager focused on the digital asset class, is excited to announce the launch of the Valkyrie Balance…

Navisite announced two new additions to its executive leadership team: Jason Facer as Chief Financial Officer (CFO) and Peter Salamanca as Chief…