Financial Management

AI use is spreading, but professional-services execution gaps remain

Surveys show AI use rising across services, staffing, and finance, while ROI tracking lags. The operational work now is measurement, governance, and contract te

MAI keeps buying RIAs, and the integration work is now the real product

MAI’s Halpern and Concentric deals highlight a roll-up playbook where HR, ops, and marketing scale matters as much as AUM.

Stew in the Stu: Episode 1

The debut episode of "Stew in the Stu" brings a familial yet insightful perspective on financial advising. Hosted by Stewart Sloter, this podcast aims to demystify common misunderstandings in various industries, starting with wealth management. The first guest, Marc Sloter, Stewart's father, sheds li

Vision to Value: How disruption is testing tax and finance operations

In an ever-evolving landscape characterized by tighter budgets, evolving regulations, fragmented data, and a scarcity of experienced talent, tax and finance leaders find themselves under mounting pressure. The demands are no longer limited to mere compliance; they now encompass maintaining robust op

HKEX’s $40 billion IPO run is forcing procurement teams to treat Hong Kong listings as a vendor-risk trigger

With Hong Kong IPO fundraising already over $40B in 2026, suppliers across biotech, mining, and consumer sectors may face new disclosure and governance demands.

The Early Scale: Enterprise AI Hits the CFO's Radar as AWS Bets $1B Going Deeper

Enterprise AI is hitting the CFO's radar, AWS is betting a billion on going deeper, and USMCA just entered annual review. Here's what every operator needs to do before the holiday weekend.

Coupa for Payments & Liquidity

A unified platform consolidates fragmented payment processes while reducing errors and unlocking cash management visibility across the enterprise

Digitized and Centralized Control Mitigates Risk at BMO

Visibility across fragmented compliance processes helps financial institutions reduce operational risk and accelerate decision-making

How Worldview Shapes Financial Decisions: Unveiling Behavioral Finance Insights

Personal beliefs and early life experiences shape how people make money decisions in ways they rarely recognize

Understanding the Guaranteed Allure of Whole Life Insurance in a Volatile Financial Era

As market volatility peaks, permanent insurance policies offer guaranteed income streams that traditional investments simply cannot match