As the economic world becomes more complex and digitized, the role of technology should be to simplify—not money, but meaning ...

X Financial is a tech-driven Chinese consumer finance company showing robust growth and improving credit metrics despite a weak Chinese economy. XYF's advanced technology, AI-driven risk management, ...

John Yanchek: We like to joke that there is original Montis Financial and Montis 2.0, which is when Tucker {Donahoe} and I bought the company. Montis itself is 30 years old. We inherited some things ...

Adam Stone writes on technology trends from Annapolis, Md., with a focus on government IT, military and first-responder technologies. Financial institutions are poised to embed AI into both ...

Gita Bhatt, a Policy Communications professionals, noted that stablecoins and other financial tech advancements are expected to transform the global economy, presenting both opportunities and ...

Calvin Hennick is a freelance journalist who specializes in business and technology writing. He is a contributor to the CDW family of technology magazines. Financial services companies are leveraging ...

It’s no secret that small businesses have been through a lot this year, especially financially. The uncertainty around tariffs and how that will impact businesses long-term, coupled with the overall ...

I’ve been in the space almost 40 years and have worked at some major organizations. We always had huge technology companies. But my own experience was that we never truly gave the advisors the tools ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Global finance faces a trust deficit despite technological leaps. Institutions and consumers remain cautious. The focus must ...