Financial Strategy

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.

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

Gartner: AI platforms market to hit $64B in 2026, but 45% of finance AI spending misses strategic outcomes

Gartner forecasts the AI platforms and models market will grow 63% to $64B in 2026, while a parallel survey finds finance AI budgets are misaligned with board p

B2B e-commerce's next chapter: scale plays, AI tools, and the operators driving both

MSC Industrial's $1B quarter, Kawasaki's 500% AOV jump, and fresh procurement platform moves show B2B digital commerce shifting from experiment to infrastructur

Corning Announces Quarterly Dividend

Corning Announces Quarterly Dividend

With Uncertainty on Inflation and Interest Rates in 2024, Adaptable Investments are the Only Sure Bet

Economic forecasts remain divided on rate movements, making flexibility the smartest strategy for investors navigating 2024

A Rapidly Changing Payments Landscape is Demanding Banks and Consumers to Restrategize

Consumer preferences are fragmenting across payment methods, forcing financial institutions to rethink their traditional product strategies