Fintech
Fintech
-
Financial planner Rory Henry and contributors compile a guide to the skills, services and larger changes needed at CPA firms to branch into the field.
December 4 -
Avoiding fund distributions or using offsetting losses in any month can deliver big savings on payments to Uncle Sam at the end of the year, experts say.
November 25 -
The emergence of virtual cards, especially when combined with AI-powered fintech apps, offers accountants a new approach to solving a long-standing challenge.
November 14 -
Plus LiveFlow raises $13.5 million to modernize accounting, a host of developments in AI, and other technology stories you may have missed in the last month.
October 16 -
The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.
September 16 -
In their quest to "fix" business banking, some startups have overlooked a critical group of users: accountants.
August 23 -
Many cutting-edge fintech companies, such as now-bankrupt Synapse, lack essential infrastructure to effectively reconcile transactions, track funds, and maintain visibility into ledgers.
August 19 -
Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.
May 23 -
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6 -
Short-seller Hindenburg had alleged 'major irregularities' and 'manipulated earnings' at the Swiss fintech.
April 16