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, ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

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 ...

MA Financial says its aversion to lending to technology companies has paid off at a time when other private asset managers that are more heavily exposed have been punished from fears of artificial ...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial technology stocks fared in Q3, starting with ...

If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” ...

We’ve got some interesting AI headlines this month that appear to be the real beginning of a broader transformation of our industry. In addition, marketing is a hot topic because organic growth ...

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 ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...