As the new financial year (2025-26) begins on April 1, now is the perfect time to reassess and optimize your money management ...

Brex explains how, from procurement and vendor payments to employee expenses and compliance, spend management encompasses ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the high-touch service clients expect.

Savvy Wealth CEO Ritik Malhotra explains how his company is helping advisors with automation, compliance and operational ...

Breaking tasks down into smaller steps such as setting aside 10 minutes a day to check account balances or reviewing one financial document at a time can make financial management less daunting.

The financial sector is facing a pivotal moment. AI is developing very rapidly, and it seems that its integration is already ...

Advancements in automation, AI and tools that integrate with each other have enabled next-gen financial solutions ... which can consolidate key tasks such as invoicing, payment tracking and ...

Payhawk, the spend management platform, announced the launch of "AI Office of the CFO," a suite of AI agents that solve ...

It can also include banking, budgeting, and other financial duties. The term most often refers to the management of holdings in an investment portfolio and trading them to achieve a specific ...