financial planning

Calabrio, the workforce performance company, today announced the appointment of Carl Gillert as Chief Financial Officer (CFO). Calabrio, the workforce performance company, is pleased to announce the appointment of Carl Gillert as Chief…
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Unique workforce fund backs Ascend Partners to meet growing enterprise demand for strategic FP&A support Achieve Partners  announced an investment in Ascend Partners (Ascend), a Toronto-based consulting and strategy firm specializing…
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Kelly, a leading global specialty talent solutions provider, today announced that Troy R. Anderson has been named executive vice president and chief financial officer designate, effective October 14, 2024. Following an orderly transition of…
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In today’s economic landscape, financial wellness is essential for ensuring employees' long-term financial security. Unfortunately, many Americans are struggling with rising living costs and unexpected financial pressures. This financial…
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A new survey conducted by Soul Machines, a company focused on human-centered AI, unveiled a new study that identifies critical gaps for Gen Z and their future. The study, which explored the top areas of personal growth among young adults,…
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The study surveyed 826 women across the country aged 40+ with either a household income of $175K+ or investable assets of $1M, assessed women’s roles and experiences in financial and retirement planning. According to a new study from Bryn…
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Company Positioned as a Leader Based on Completeness of Vision and Ability to Execute Workday, a leader in enterprise cloud applications for finance and human resources, announced it has been named a Leader in the 2023 Gartner Magic…
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Kinective, a leading provider of connectivity, workflow, and analytics software for the banking sector announced the appointment of three executives to support its continued growth, product innovation, and market leadership. The company has…
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 Firmbase emerged from stealth, announcing $12M in funding for their Financial Planning and Analysis (FP&A) platform. The round was led by S Capital with participation from Meron Capital and a wide group of unicorn startup founders and…
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Greater Houston Partnership job recovery initiative continues to build partner network Houston Back on Track, the job recovery initiative of Greater Houston Partnership, has partnered with some of the largest community, education and…
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