Broker/dealer H.D. Vest has teamed with Cannon Financial Institute, a provider of financial services consulting, to provide practice management training to its top 600 advisors. The training sessions are scheduled to take place in Arizona and Texas in May, and the program has been named "Elite Academy." Participants will begin with a single concentrated workshop on "creating a consistent client experience."
Financial operations platform Ramp, traditionally associated with outbound payments, now has a solution for inbound payments via the new Ramp Accounts Receivable product.
PricewaterhouseCoopers has been ramping up its use of artificial intelligence in recent years, while making sure to control the technology as concerns abound.
The Financial Accounting Standards Board issued a proposed update to improve the accounting guidance for residential mortgage servicing rights.
Accrual announced the release of its agentic platform Arc, which allows agents to complete complex multistep workflows.
The Internal Revenue Service doesn't adequately track its use of bridge contracts, a type of noncompetitive contract, even though it's spending billions on information technology through such contracts.
While AI oversight is growing, readiness among the committee members is still in the process of development, according to a new survey by the CAQ and Deloitte.
