Generative Data Intelligence

Tag: financial planning

Optimas Appoints Industry Veteran Phil Battaglia as Chief Financial Officer

WOOD DALE, IL, Apr 18, 2023 - (ACN Newswire) - Optimas Solutions, a global industrial manufacturer/distributor and service provider, announced today the appointment of Phil Battaglia as Chief...

Ways to Use FinTech to Improve Your Financial Situation

For years now, Fintech solutions have been transforming the way we interact with money. In the business world, software solutions and dedicated tools...

SC Ventures Invests in Financial Planning Advisor BetterTradeOff

BetterTradeOff (BTO), a Singaporean fintech offering online financial advisor solution, has secured an undisclosed sum from Standard Chartered’s investment arm SC Ventures, according to...

Fidelity International Leaps into the Metaverse with Innovative Decentraland ($MANA) Campus

Fidelity International has announced the launch of the Fidelity International Campus within the metaverse platform, Decentraland ($MANA). According to a press release shared with...

Earning a Slice of the Pie: How Employees Can Navigate their Equity Value (Dennis Buckly)

Equity value is more than just a buzzword; it’s a critical component in every employee’s financial journey. While it is seemingly standard for every...

Paribus. The Fragility of Finance.

Despite a lot of turbulence in the markets this week the Federal Open Market Committee (FOMC) did exactly what was predicted. Jerome Powell carefully...

Hyper-personalization: A Holy Grail to Success in Wealth Management (Preeti Mishra)

The changing contours of the wealth management industry  The wealth management industry is in the middle of a transformation. Contributing factors include the ever-growing expectations...

Five Ways Tech Can Improve Planning for Financial Businesses & Clients

Technology is improving the efficiency and effectiveness of so many parts of our lives, but the biggest changes are probably in business and...

Quickbooks Receipt Scanner – Automatically scan receipts into Quickbooks

Quickbooks Accounting SoftwareQuickBooks is an accounting software package designed to help small and medium-sized businesses manage their finances. The software is user-friendly and intuitive,...

Don’t Fear the FUD

Over the past week, the crypto market has taken a hit due to the usual Fear, Uncertainty, and Doubt (FUD) surrounding the potential for...

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