To deliver on AI’s potential, Finance must take a more holistic planning approach, one that integrates people and technology.

Learn how to safeguard your small business from financial threats with essential coverage options like health, disability, and liability insurance.

Most leadership teams adopt AI tools randomly hoping technology alone will improve strategy and strategic planning. Here's ...

RISR and FP Alpha, two wealth technology providers with a focus on financial planning, both announced major enhancements to their respective platforms this week. RISR, a Philadelphia-based engagement ...

For entrepreneurs, financial planning involves managing cash flow, tax preparation, forecasting growth, and strengthening ...

The typical startup’s development path is a journey from chaos to system. This is about a living organism, evolving in ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...

Your tech stack isn’t a back-office decision; it’s your competitive edge Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance.